Overview of Setting Up
This section contains an overview of each step you need to complete to set up Oracle Purchasing. For instructions on how to complete each task, see the setup sections indicated in each step. Oracle Applications Implementation Wizard If you are implementing more than one Oracle Applications product, it is recommended that you use the Oracle Applications Implementation Wizard (AIW) to coordinate your setup activities. The Wizard guides you through the setup steps for the applications you have installed, suggesting a logical sequence that satisfies cross–product implementation dependencies and reduces redundant setup steps. You can use the Wizard to see a graphical overview of setup steps, read online help for a setup activity, and open the appropriate setup window. You can also document your implementation, for further reference and review, by using the Wizard to record comments for each step. Multiple Reporting Currencies If you plan to use Multiple Reporting Currencies (MRC) with Oracle Purchasing, additional setup steps are required. See: Multiple Reporting Currencies in Oracle Applications.

See Also
Oracle Applications Implementation Wizard User’s Guide

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Setup Flowchart
Some of the steps outlined in this flowchart and setup checklist are Required, and some are Optional. Required Step With Defaults means that the setup functionality comes with pre–seeded, default values in the database; however, you should review those defaults and decide whether to change them to suit your business needs. If you want or need to change them, you should perform that setup step. You need to perform Optional steps only if you plan to use the related feature or complete certain business functions. Some of the setup steps you may not need to perform if you’ve already performed a common–application setup (setting up multiple Oracle Applications products).

Step 1 Set Up System Administrator This step involves the following tasks: • Create a super user to use as a logon name during setup and assign the super user the required setup responsibilities.
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.
Attention: If you are. Step 3 Set Up Calendars. set of tasks.Setup Steps
For those steps that are affected. it may be useful to set up one printer if you wish to print anything during setup. or will be. fully installing other Oracle applications. Typically. HR organization. See: Oracle General Ledger User’s Guide. and set of books while setting up a different Oracle Applications product. inventory organization. Although you do not have to set up all of your printers now.
For instructions on how to set up key flexfields. be sure to coordinate with those products’ flexfield setup before defining the key flexfields here. see: Oracle Applications Flexfields Guide. Currencies. or other operating unit under Multiple Organizations. Oracle Applications System Administrator’s Guide. Step 2 Define Accounting Key Flexfields (Required) Define Accounting key flexfields and cross validation rules. a Context section indicates whether you need to repeat the step for each set of books. (Optional) See: Oracle Applications System Administrator’s Guide. as it is not recommended to change flexfields after you acquire any flexfields data. currencies. proceed to the next step. and Set of Books (Required) If you have defined your calendars. the required responsibilities are as follows (Required): – Purchasing – System Administrator • Set up printers. You may not need to perform this step if you have already installed and set up Oracle General Ledger or performed a common–applications setup. See: Setting Up Your Printers.

For instructions on how to set up each of the key flexfields listed below. if you want to link a location to an inventory organization. See: Oracle General Ledger User’s Guide.
Attention: If you are. See also: Oracle Human Resources User’s Guide. Step 4 Define Human Resources Key Flexfields (Required) You may not need to set up Human Resources key flexfields if you have already installed and set up Oracle Human Resource Management Systems or performed a common–applications setup. Define Human Resources and Payroll key flexfields: • Job flexfield • Position flexfield • Grade flexfield • Cost allocation flexfield • People Group flexfield • Personal Analysis flexfield Step 5 Define Locations (Required) If you’re also setting up other Oracle applications. • Open and close accounting periods. see: Oracle Applications Flexfields Guide. You are required to set up at least one location for now. See: Defining Locations: page 1 – 23. as it is not recommended to change flexfields after you acquire any flexfield data. You may need to revisit this step after you set up organizations. Oracle General Ledger User’s Guide.
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. See: Opening and Closing Accounting Periods. you may already have defined locations when you set up those applications.combinations for the chart of accounts corresponding to your Purchasing installation. or will be. You can set up the remaining locations after you define inventory organizations and tax codes. be sure to coordinate with those products’ flexfield setup before defining the key flexfields here. fully installing other Oracle applications.

• Define operating–units and assign them to legal entities.
Attention: It is important that the HR: Business Group profile option be set to the business group you want to use before you define organizations as described below. • Set up inventory organizations. • Assign business groups to responsibilities. see: Defining Receiving Options: page 1 – 57. see: Oracle Human Resources User’s Guide. For the following tasks relating to setting up inventory organizations. this setup step is recommended even if your business is composed of just one operating unit. For the following tasks relating to setting up organizations. • Define business groups. See: Setting Up Security for Applications Using Some HRMS Windows. – Define inventory organization parameters. Oracle Human Resources User’s Guide and Representing Employers Using Business Groups.Step 6
Define Organizations and Organization Relationships (Required) You may not need to perform this step if you have already installed and set up Oracle Inventory or performed a common–applications setup. See: Oracle Human Resources User’s Guide. if you want to define new business groups rather than using the default Setup Business Group. See: Oracle Human Resources User’s Guide.
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. For this task. • Define human resources organizations.
• Define legal entities organizations. – Define receiving options for the inventory organizations. – Define accounting information for inventory organizations. see: Oracle Inventory User’s Guide. Within your responsibility. Oracle Human Resources User’s Guide. – Classify the organizations as inventory organizations. • Define organization hierarchies. Performing this step now gives you the flexibility to add operating units later. (Optional) Step 7 Convert to a Multi–Org Architecture (Optional) Although optional. make sure that the profile option HR: Business Group is set to the business group you want to use for that responsibility.

See: Item Category Flexfield Structures. fully installing other Oracle applications. It is recommended to involve your system administrator with this task. • Item Catalog flexfield • Stock Locator flexfield • Account aliases flexfields • Sales orders flexfield Note: Even if you do not use any of the above flexfields.
For instructions on how to set up each of the key flexfields listed below. Oracle Inventory User’s Guide.
Attention: If you are. or will be.
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. • Item Category flexfield • PO Item Category flexfield. the item flexfield view concurrent request is started. and reports require a frozen flexfield definition. Step 8 Define Inventory Key Flexfields (Required) You may not need to set up Inventory key flexfields if you have already installed and set up Oracle Inventory or performed a common–applications setup. • Run the utility to convert to a Multi–Org architecture. inquiries. See also: Oracle Inventory User’s Guide. be sure to coordinate with those products’ flexfield setup before defining the key flexfields here. After you compile the System Items flexfields. see: Oracle Applications Flexfields Guide.This step includes the following tasks: • Set the profile options MO: Operating Unit and HR: User Type. Define Inventory key flexfields: • System Items flexfield. you must still enable at least one flexfield segment for each and compile them because Oracle Inventory transactions (such as the Define Items window). as it is not recommended to change flexfields after you acquire any flexfield data. See: Multiple Organizations in Oracle Applications.

• Define units–of–measure conversions. • Define container type QuickCodes. Oracle Inventory User’s Guide. and others. The rest default to the Item/Organization level. (Required with defaults) Default: Default QuickCodes include finished goods. Intra–class. Obsolete.Step 9
Define Units of Measure (Required) You may not need to perform this step if you have already installed and set up Oracle Inventory or performed a common–applications setup. See: Defining Freight Carriers. Define freight carriers if you want to specify on a purchase order the freight carrier that a supplier should use.
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. or Inter–class. Context: You must perform this step for each inventory organization. You can define three different conversion types for your needs: Standard. you may already have performed this step when you set up Inventory. Inactive. (Required with defaults) Default: Default status codes include basic statuses such as Active. This step involves the following tasks: • Define item attribute controls. (Required with defaults) Default: Most item attribute groups default to Item Master–level control. Codes. (Optional) • Define status codes.
Step 10
Define Freight Carriers (Optional) If you’re also setting up Oracle Inventory. These can be used to define physical attributes for items. and Templates See: Oracle Inventory User’s Guide. • Define item type QuickCodes. kit.
Step 11
Define Item Attributes. purchased item. See: Oracle Inventory User’s Guide. This step involves the following tasks: • Define units–of–measure classes. option class. and Prototype. • Define units of measure.

• Define customer item commodity codes. Step 14 Set Up Personnel You may not need to perform this step if you have already installed and set up Oracle Human Resource Management Systems or
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. you may already have performed this step when you set up Inventory. Note: Purchasing requires you to enforce a list of valid categories. Oracle Inventory User’s Guide. in the List of Valid Categories in the Category Sets window. See: Defining Item Catalog Groups. See: Defining Default Category Sets. If you’re also setting up Oracle Inventory. Step 13 Define Catalog Groups (Optional) A catalog group consists of descriptive elements for items to which you assign sets of values such as type. (Required with defaults) Default: Each functional area comes with a default category set. This step involves the following tasks: • Define category codes. These can be used to group customer items. (Optional) Step 12 Define Categories If you’re also setting up Oracle Inventory. • Define default category sets. See: Defining Categories. In particular. Therefore. (Required with defaults) Default: Examples of category sets are Inventory and Purchasing. You can define an item template if many items share the same values for a number of attributes. Oracle Inventory User’s Guide. See: Defining Category Sets. Oracle Inventory User’s Guide. you must list all categories that are eligible for that category set. make sure that the Default Category in the Category Sets window also appears in the List of Valid Categories. (Optional) • Define item templates. size. or color. (Required) • Define category sets. Oracle Inventory User’s Guide. you may already have performed this step when you set up Inventory.

See: Representing Jobs and Positions.performed a common–applications setup. See: Oracle Human Resource Management Systems User’s Guide. (Required) Note: Purchasing users must have user names. (Optional) • Define position hierarchies. This step involves the following tasks: • Define employee QuickCodes. use the setup window for defining employees from within the Human Resource Management Systems application. you cannot use position approval hierarchies. use the setup window from within Purchasing for defining employees. (Optional) Default: If you skip this task. You must define positions if you plan to use position approval hierarchies. See: Representing Jobs and Positions. Oracle Payables User’s Guide (Required): – Employee numbering – Position approval hierarchies option (whether to use position approval hierarchies) – Inventory organization – Business group (Make sure a business group is specified. If you use Purchasing without Oracle Human Resource Management Systems. See: Entering a New Person. Oracle Human Resource Management Systems User’s Guide. • Define the following financial options in the Financial Options window. Oracle Human Resource Management Systems User’s Guide. These Purchasing user names must be linked to an employee name. If you use Purchasing with Oracle Human Resource Management Systems. (Required) • Define positions.) – Supplier numbering • Define employees.
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. You can define one or more position hierarchies to meet your needs. which is a later setup step. but must use the employee/supervisor approval method instead. Managing People Using Oracle HRMS. see: Defining Financials Options. See: the online help for the Enter Person window. (Required with defaults) • Define jobs. Oracle Human Resource Management Systems User’s Guide. See: Position Hierarchy Window.

• Open Purchasing accounting period. accrual. and account generation via the Account Generator. and variance account for each purchase order. Inventory. Context: This task needs to be performed for each set of books. Context: This step needs to be performed for each operating unit. if you haven’t done so already. See: Defining Subinventories. You can optionally customize the Account Generator for each set of books that you have defined. Cold Storage.
Step 16
Decide How to Use the Account Generator (Required) The Account Generator process in Purchasing builds a charge. you need to set up Oracle Workflow. release.
Step 18
Define Subinventory Locations (Optional) You can define your own subinventory locations such as Inspection. Oracle Workflow Guide. See: Maintaining Accounting Periods. See: Setting Up Oracle Workflow. Context: This task needs to be performed for each inventory organization. budget. See: Purchasing Periods: page 1 – 92. You must review the default process that Purchasing uses to see if it meets your accounting requirements. and requisition distribution based on the distribution’s Expense. You may not need to perform this step if you have already installed and set up Oracle Inventory. or Shop Floor destination type.Step 15
Set Up Oracle Workflow (Required) Since Purchasing uses Oracle Workflow technology to perform document approvals. Oracle Inventory User’s Guide.
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. automatic document creation. See: Using the Account Generator in Oracle Purchasing: page C – 9.
Step 17
Open Inventory and Purchasing Accounting Periods (Required) This step involves the following tasks. or Reject–Disposition. • Open Inventory accounting period. Oracle Inventory User’s Guide. Context: This step needs to be performed for each inventory organization.

Default: If you skip this step. See: Defining Approval Groups: page 1 – 28. Note: Even offline approvers must have a user name. you may already have performed this step when you set up Payables. You may not need to perform this step if you have already installed and set up Oracle Payables or performed a common–applications setup. Oracle Payables User’s Guide.
Step 22
Set Up Approval Information All approvers must be employees and must have a logon user name as described in Step 14 Set Up Personnel. which indicates that you get a 1% discount if you pay within 10 days and the invoice is due in 30 days. • Define approval groups. See: Payment Terms. Oracle Payables User’s Guide. You can set up offline approvers at any time. An offline approver is someone who approves Purchasing documents without logging on to Oracle Applications and using the Notifications Summary window. You can set up payment terms such as 1/10 Net 30. Once all approvers have been set up as employees and set up with user names. see: Offline Approvers: page 2 – 39.
Step 20
Define Tax Codes (Optional) Define tax codes and assign them recovery rates or rules. as long as user names have been assigned to all approvers and Workflow has been set up. See: Defining Cross–Reference Types.
Step 21
Define Payment Terms (Optional) If you’re also setting up Oracle Payables. See: Partially Recoverable Tax. complete your approval setup as follows: Context: This step needs to be performed for each operating unit. Context: This step needs to be performed for each operating unit. Oracle Payables User’s Guide. To set up offline approvers. (Required)
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. See: Tax Codes. Oracle Inventory User’s Guide.Step 19
Define Cross–Reference Types (Optional) An example of a cross–reference type is one used to cross–reference an item number to the part number that the supplier uses. you will not be able to select a tax code when entering a requisition or purchase order.

are available only if Inventory is fully installed rather than shared. Note that some Inventory fields in the Master Item window. Oracle Inventory User’s Guide. See: Updating Organization Level Items. Default: If you skip this step. Oracle Inventory User’s Guide. Oracle Inventory User’s Guide.
Step 28
Define Line Types (Required with defaults) See: Defining Line Types: page 1 – 83. Default: Default line types that Purchasing provides include Goods. Services. such as the Serial number fields.
Step 27
Define Items (Optional) Although you can define items at any point from this step onward. if Work in Process is installed. Organization Level. • Define items at the master level. not an item number. See: Defining Buyers: page 1 – 26. • Update the default categories assigned to the items. See: Defining Items. and Outside Processing. See: Master Level vs. when you create a requisition or purchase order. Context: This step needs to be performed for each operating unit. it is recommended that you set up at least one item to ensure that your flexfields are working properly. Context: This step needs to be performed for each inventory organization.
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. • Assign items at the organization level. See: Defining Item Relationships.Step 25
Define Purchasing Options (Required) See: Defining Purchasing Options: page 1 – 44.
Step 26
Define Buyers (Required) Employees who will use Purchasing as buyers or managers must all be defined as buyers. This step involves the following tasks. • Define item relationships. Oracle Inventory User’s Guide. you will be able to enter only an item description.

automatic creation of purchase orders and releases. For instructions on submitting the Workflow Background Engine. Default: Purchasing provides default functionality in these Workflow–automated processes. create a requisition. Whether you need to submit this process depends on the options you chose or the defaults you accepted as described in the section Choosing Workflow Options: page 1 – 94. Oracle Workflow Guide. If you do not want this default functionality. (Required) • Workflow Background Engine. (Required with defaults) Default: If you chose to accept the default Workflow options that Purchasing provides.
Step 36
Submit Workflow–Related Processes Start the following Workflow–related processes. and receipt confirmation. if you haven’t already done so in the previous step: • Send Notifications for Purchasing Documents process.
Step 35
Set Up Workflow Options (Required with defaults) Purchasing uses Oracle Workflow technology to handle requisition and purchase order approvals. you must start the Workflow Background Engine.
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. see: To Schedule Background Engines. See: Send Notifications for Purchasing Documents: page 9 – 154. Workflow runs in the background. purchase order changes (specifically. any additional approvals those changes require). See: Entering Suppliers. one default functionality is for the automatic document creation workflow to create purchase orders automatically from approved requisition lines. It automates these procurement activities whenever you submit a document for approval. see: Choosing Workflow Options: page 1 – 94.Step 34
Define Suppliers (Required) You may not need to perform this step if you have already installed and set up Oracle Payables or performed a common–applications setup. you can easily change it in the Oracle Workflow Builder. For descriptions of the other defaults that Purchasing provides. For example. or change a purchase order. Oracle Payables User’s Guide.

Or you can default just a supplier and optionally a supplier site. you can define them at any time. See: Setting Up Your Printers. See: Oracle Applications Flexfields Guide. Oracle Applications System Administrator’s Guide.Step 37
Define Descriptive Flexfields (Optional) If you do not want to define descriptive flexfields now. (Optional) • Define user names. See: Oracle Applications System Administrator’s Guide. Oracle Applications System Administrator’s Guide.
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. See: Users Window. See: Profile Options in Purchasing: page 1 – 102. Oracle Applications System Administrator’s Guide.
Step 39
Perform Additional System Administrator Setup This step involves the following tasks: • Define custom menus. (Required) • Define printers if you haven’t already. See: Common User Profile Options. Context: This step needs to be performed for each operating unit.
Step 40
Define Manufacturing System and User Profiles (Required) See: Setting User Profile Options. Purchasing users must have user names. You can set up automatic sourcing now or at any time on an ongoing basis. See: Setting Up Automatic Sourcing: page 5 – 32. (Optional) • Define new responsibilities based on your business and security needs. Oracle Applications System Administrator’s Guide. (Optional) See: Oracle Applications System Administrator’s Guide.
Step 38
Set Up Automatic Sourcing (Optional) You can set up Purchasing to automatically default source document information from a blanket purchase agreement or catalog quotation onto a requisition or purchase order line for a particular item and supplier. and the user names must be linked to an employee name.

and other location information for Purchasing documents. For example. receiving. Oracle Human Resources User’s Guide or see the online help for the window. selecting Ship–To Site makes the location
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.Defining Locations
Use the Locations window to define ship–to.
Fill in information in the Shipping Details tabbed region. For information on the Name. Description. and Address Details fields. follow the instructions in Setting Up Locations.
"
To set up locations for Purchasing: 1. 2.
3. Note: Selecting the check boxes means that you are making the location Name a valid location in the list of values on a Purchasing document. Inactive Date. Global. Navigate to the Locations window.

See Defining Tax Defaults Options: page 1 – 54. and specify Receiving Dock A as its Ship–To Location. 4. Receiving Site: Select this option to make the location a valid receiving Location when creating a receipt or receiving transaction. Bill–To Site: Select this option to make the location Name a valid bill–to site. that is the location that defaults onto your purchase orders. Office Site: Select this option to indicate that this location Name is an office site. Ship–To Location: Usually the same as the location Name. But if you wanted to change that default. depending on your hierarchy. Internal Site: Select this option to make the location a valid internal ship–to location when creating an internal requisition. such as a field office. Receiving Dock A is the ship–to site for Office A. previously defined Ship–To Location—for example. you can no longer enable the location Name as a Ship–To Site. Note that if you define a default Ship–To or Bill–To Location in the Supplier–Purchasing region of the Financials Options window for your organization. this is the tax code that defaults onto your requisitions and purchase orders. Tax Name: Select a tax code to associate with the ship–to location. Inventory Organization: Select an inventory organization within which this location will be available in the list of values on a Purchasing document. is specified on a purchase order header. By selecting no inventory organization. Contact: Optional contact name for the location Name. Office A itself cannot also be the ship–to site. You could select a separate. If you check the Ship–To Location option in the Purchasing tax default hierarchy. the location Name that you define here and enable as a Ship–To or Bill–To site is available in the list of values for you to choose from in the Ship–To or Bill–To fields. that once you specify a separate Ship–To Location. which is used by Payables. this location becomes available on Purchasing documents in all organizations. however.
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. therefore. Optionally fill in information in the Other Details tabbed region. In this example. Ship–To Site: Select this option to make the location Name a valid ship–to organization on a purchase order or requisition. if you wanted to create a location Name. Office A. The Bill–To Site.Name a valid choice in the list of values for the Ship–To field on a purchase order header. Note.

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.EDI Location: If you use Electronic Data Interchange (EDI) to receive Advance Shipment Notices (ASNs) or ASNs with billing information (ASBNs). see: Entering Extra Information. This location should match the ship–to location specified on an ASN or ASBN. If you want to use the Extra Information button to enter additional information required by your business. See: Advance Shipment Notices (ASNs): page 7 – 16. enter a defined location. Oracle Human Resources User’s Guide or see the online help for the window. 5.

See: the online help for the Enter Person window. and only buyers can enter and autocreate purchasing documents.
❑ Define locations before performing this step.
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. Navigate to the Buyers window by selecting Buyers from the menu. Prerequisites
❑ Define employees before performing this step. See the Document Types window for rules governing access to documents. use the Enter Person window to enter that person as an employee. See: Defining
Locations: page 1 – 23. If the name you want does not appear in the list of values. Buyers can review all requisitions using the Requisitions window.
2. See: Defining Document Types: page 1 – 86. See: the online help
for the Enter Person window.
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To define buyers: 1.
Enter the Name of an employee who you want to define as a buyer.Defining Buyers
Use the Buyers window to define and maintain your buyers.

Enter the name of the ship–to location for which the buyer typically creates purchase orders.
4.3. Purchasing defaults this value in the Category field when you are autocreating documents. 6. Enter the Start Date that you want to initiate the responsibilities for a buyer.
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. 7. The default is the current date. Oracle Inventory User’s Guide. Save your work. Enter the End Date after which the employee is no longer a buyer.
Enter the default purchasing Category of the goods the buyer typically orders. See: Defining Categories.
5. Purchasing defaults this value when you are autocreating documents.

Prerequisites
❑ Define employees before performing this step.
❑ Review how your choices in this window affect your approval
routing. You cannot delete an approval group that is used in an active assignment.
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. Navigate to the Approval Groups window by selecting Approval Groups from the menu. See: Defining Approval Authorization Rules: page 2 – 16. See: See: the online
help for the Enter Person window.
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To define approval groups: 1. You can enable or disable the entire approval group. you can then use it to assign approval functions to jobs or positions in the Approval Assignments window.Defining Approval Groups
Use the Approval Groups window to define and update approval groups. Once you have defined an approval group here. or you can enter inactive dates for individual approval rules.

000.0451 and excludes all else:
Account Range Include 01. the default is to exclude the account.000. For example.2. Include Type rules identify accounts that you want to be included on the document.0451 01.
Enter the Name of the approval group. Purchasing does not automatically include everything else. 3. you enter the accounting flexfields for the Low and High Values. but names must be unique.000. Exclude Type rules identify accounts that you do not want on the document. 4. Choose one of the following Objects: Account Range – (Required) For this option. If you do not enter a rule for an account. entering only the following account includes account 01. Select Enabled to permit the approval group to be assigned to a position/job in the Approval Assignments window. If you enter only an Exclude Type rule.0451
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. You can change existing approval group names.

the default is Include. the default is Include. The Inactive Date is optional. Include Type rules identify locations that you want to be included on the document.
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.000. Include Type rules identify manufacturing categories that you want to be included on the document. Exclude Type rules identify categories that you do not want on the document. the default is Include.000.0451
The Inactive Date is optional. you enter the item flexfields for the Low and High Values. For this option. but you must enter an Amount Limit for Include Type rules. the Type defaults to Include. but you must enter an Amount Limit for Include Type rules.0451:
Account Range Include Exclude 00. 5.Entering only the following account excludes all accounts:
Account Range Exclude 01.0000 01.000. but you must enter an Amount Limit for Include Type rules. If you do not define a rule for a location. Include Type rules identify items that you want to be included on the document. Exclude Type rules identify items that you do not want on the document.000. Item Range – For this option.ZZZ.0451
Entering only the following two accounts includes all accounts except 01. The Inactive Date is optional. Document Total – (Required) The document total refers to the monetary limit on an individual document.ZZZZ
01. Location – The location refers to the deliver–to location on a requisition as well as the ship–to location on purchase orders and releases. you enter the location in the Low Value field. Select the rule Type: Include or Exclude indicates whether to allow objects that fall within the selected range. If you do not define a rule for a category. but you must enter an Amount Limit for Include Type rules.0451
ZZ. you enter the purchasing category flexfields for the Low and High Values. The Inactive Date is optional.000. and you can enter only the Amount Limit (required) and the Inactive Date (optional). Item Category Range – For this option. Exclude Type rules identify locations that you do not want on the document. If you do not define a rule for an item. For this option.000.0451 01.

10. or item) in the range pertinent to this rule. Save your work. This is the lowest flexfield (accounting.
9.
7. You cannot enter this field when the object is Document Total. Enter the Low Value. This field is required only for Include type rules. purchasing category. This is the maximum amount that a control group can authorize for a particular object range. purchasing category. When the object is Location. or item) in the range pertinent to this rule.6. Enter the High Value. This is the highest flexfield (accounting. enter the location.
Enter the Amount Limit.
8. Enter the Inactive Date on which Purchasing will no longer use this rule in formulating the group.
See Also
Defining Approval Assignments: page 1 – 32 Approval Authorization Rules: page 2 – 16 Defining Approval Authorization Rules: page 2 – 16 Using Approval Assignments: page 2 – 19
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. You cannot enter this field when the object is Location or Document Total.

you must first use the Approval Groups window to establish rules for your approval groups.Assigning Approval Groups
Use the Assign Approval Groups window to assign approval groups and approval functions to positions or jobs. you can use this window to assign approval groups and approval functions to jobs within your organization.
❑ Review how your choices in this window affect your approval
routing. Navigate to the Assign Approval Groups window by selecting Assignments from the menu. Then you can assign approval groups to positions in this window.
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To assign approval groups: 1. See: Using Approval Assignments: page 2 – 19. When you are not using approval hierarchies.
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. Prerequisites
❑ Define approval groups before performing this step. If you are using approval hierarchies (the Use Approval Hierarchies option in the Financials Options window is enabled). See: Defining
Approval Groups: page 1 – 28.

7. Enter the Start Date and End Date for the assignment.
Enter the Position for which you want to assign approval groups and approval functions. Save your work. See: Defining Approval Groups: page 1 – 28. Attention: The start and end dates that you assign here are the effectivity dates of the assignment.
6.2. the rule no longer applies. If the Use Approval Hierarchies option in the Financial Options window is not enabled. 5. If you are not using approval hierarchies. 4. There is no explicit warning that the rule is no longer in effect. this field is not applicable.
3. Select the approval function you want to assign to this position or job. enter the Job. The list of values includes only enabled approval groups with at least one approval rule.
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. Enter the approval group that you want to assign to the selected position or job. When the system date reaches the end date of the assignment.

You can easily provide all the information you need when you create your purchasing documents. You can also enter attachments that will be displayed during invoice matching in Accounts Payable. You indicate whether the attachment is for an approver. or supplier. You can provide unlimited text. You can even modify existing attachments to personalize your messages for different suppliers. This feature is particularly useful if you have a lengthy document that you want to modify for different suppliers.Annotating Purchasing Documents
Purchasing provides you with powerful features to create attachments for your purchasing documents.
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. receiver. see: Managing Attachments: page 1 – 37. buyer. specify who can review the attachments. and print text attachments onto your purchase orders. Or you can indicate that you want the attachment for internal use only. To understand how to enter and review attachments for different usages. You should be able to: • Provide unlimited text attachments on your purchasing documents • Designate the appropriate people who can review the attachments • Print text attachments on your purchase orders and RFQs for the supplier to review • Reuse attachments on different documents • Copy and modify existing attachments to speed up data entry • Copy attachments from your requisitions to your RFQs and purchase orders • Provide standard attachments for an item that you can reference whenever you create a purchasing document for that item
Major Features
Copy You can copy an existing long attachment so that you can customize it without having to retype the entire attachment. Usage You can indicate who has access to your long attachments.

or you do not want to format the note. see: Managing Attachments: page 1 – 37. you do not want to reuse the note on other documents.
Using Attachments
You can provide as much text as you want for your documents. To understand how to create attachments for different usages. Otherwise.Using Brief Notes
You can provide brief notes on most of your documents. receiver. You should provide notes when the attachment contains no more than 240 characters. you cannot copy notes from one document to the next. Unlike attachments. When you create an attachment.
See Also
Attaching Notes to Purchasing Documents: page 1 – 43 Managing Attachments: page 1 – 37
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. You can provide attachments at the header and line level for the following documents: • Requisitions • Standard and Planned Purchase Orders (also shipment level) • Blanket Purchase Agreements • Releases (header and shipment levels) • Contract Purchase Agreements (header level only) • RFQs • Quotations • Receipts (line level only) • Receiving Transactions (line level only) You can also provide attachments for your items. approver. or buyer. you should use attachments to provide additional text for your documents. you can designate that you want the attachment to appear to anyone who has access to that particular document on–line. you designate whether you want the attachment to be available to the supplier. Or.

Purchasing copies only the requisition header and line attachments from the line where you use the Copy option. Purchasing copies the attachments from the requisition header and line to the corresponding purchase order line. Purchasing makes the corresponding item attachments available for you to review. When you AutoCreate a requisition line onto a purchase order. each of the 3 lines in the purchase order would have the specific line attachment and the common header attachment. If the purchase order line references more than one requisition line.Managing Attachments
Item Attachments You can provide attachments for your items. you can provide additional attachments to a purchase order even after you AutoCreated it from a requisition. When you reference an item on a purchasing document. For each requisition line copied.
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. Purchasing also prints text attachments on your purchase orders and RFQs if you choose Supplier as the usage when you create the item attachment. if you place multiple requisition lines onto a single purchase order line. You then AutoCreate this requisition to a purchase order with 3 lines. Purchasing copies only the header and line attachments from the requisition line that is the basis for the purchase order line. For example. For example. the corresponding header level attachment is copied. As a buyer. Requisition and Standard Purchase Order Attachments You can create attachments for your requisition headers and lines. you have a requisition with 3 lines and they have 3 line level attachments and a header level attachment.

You can also review the blanket agreement line attachment on the corresponding release shipment. You can review the blanket purchase agreement header attachment on the corresponding release header.Blanket Purchase Agreement and Release Notes You can create long attachments for your blanket purchase agreements at the header and line level.
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. and you can enter new attachments for the shipments. and you can enter new attachments on the release header. Purchasing does not copy requisition attachments to a blanket agreement or release when you AutoCreate a release.

Purchasing copies the RFQ header attachments to the quotation header and lets you decide which line attachments you want to copy to the quotation line. and Quotation Notes Similar to standard purchase orders. Purchasing copies only the attachments from the RFQ header to the quotation header when you copy a quotation using RFQ Header Only. Purchasing copies all RFQ header and line attachments to the corresponding quotation header and line when you copy a quotation using the Entire RFQ or RFQ Header and Lines options in the Copy Document window. RFQ. If you choose the Selective option when copying a quotation.Requisition.
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. Purchasing copies requisition header and line attachments to the corresponding RFQ line.

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. purchase order. Purchasing also prints item attachments and attachments with usage Receiver on the Receipt Traveler. Purchasing prints these attachments on the corresponding purchase order or RFQ.Printing Attachments
You can print text attachments on your purchase orders and RFQs. Purchasing prints as much as possible on each page and continues printing on the next page where applicable. or request for quotation (RFQ). quotation. simply designate Supplier as the usage for the attachment. You can even create a new attachment directly from an existing attachment or use attachments to enter long descriptions for the items you purchase. You can easily combine the one–time attachments you enter for a specific document with predefined standard attachments. To print an attachment on a purchase order or an RFQ.
Usages in Attachments
You can enter unlimited attachments on any requisition. You decide which standard attachments to print on your documents and reports.

Understanding Usages Purchasing provides you with a list of predefined usages you can use depending on the type of document you create. The following list shows the usages available for each document you can create. Supplier You can use this usage on purchase orders, RFQs, quotations, requisitions, and for items. Purchasing prints all Supplier text attachments on your documents. You can use this usage on purchase orders, quotations, RFQs, receipts, requisitions, and for items. Purchasing displays these attachments to the receiver in the receiving windows and prints text attachments on the Receipt Traveler. You can use this usage on requisitions. Purchasing displays these attachments to the approvers when they approve your requisitions. You can use this usage on requisitions. Purchasing displays these attachments to the buyers when they create purchase orders from your requisitions. You can enter these attachments only on a specific [Document]. Reference this usage when you want to enter information specific to a purchase order, quotation, RFQ, receipt, requisition, or item. Purchasing does not print or display these attachments outside the window you use to enter the document. RCV Internal attachments, however, are printed on the Receipt Traveler. You can use this usage on purchase orders. Purchasing displays these attachments during invoice matching in Accounts Payable.

Receiver

Approver

Buyer

[Document] Internal

Payables

Defining a Standard Attachment To define a standard attachment, you simply provide the usage for this attachment, a meaningful and unique name, and the attachment itself. You can also provide a start date and end date to control the availability of this attachment. Purchasing defaults today’s date as the start date for standard attachments. You can easily inactivate an attachment by entering an end date for it. You cannot use a standard attachment on a document after the end date has expired. You define standard attachments in the Documents window. See: Defining Product Specific Documents, Oracle Applications User’s Guide.

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Referencing a Standard Attachment After you define your standard attachments, you can reference them on your documents. You can reference as many standard attachments to your documents as you want.

See Also
Attaching Notes to Purchasing Documents: page 1 – 43

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Attaching Notes to Purchasing Documents
You can attach files, such as notes, comments, spreadsheets, and graphics to your application data. For example, in Purchasing, you can attach files to purchasing documents. An attached file may include comments, for example if the buyer would like to be notified when an item fails inspection.
"

See: Defining Control Options: page 1 – 48. You can often override purchasing options when you are creating documents. You can define specific categories of options when you select one of the following: Accrual Options Define accrual options. such as the receipt close point. such as whether you accrue expense items at period end or upon receipt. Order Management. Define the numbering method.
Control Options Default Options
Internal Requisition Options
Numbering Options Tax Defaults Options
Defining Default Options
"
To define default options: 1. Define control options. numbering type.
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. Navigate to the Default tabbed region in the Purchasing Options window. See: Defining Numbering Options: page 1 – 52. and Inventory are installed. See: Defining Internal Requisition Options: page 1 – 51. Define the sources from which purchasing documents default tax information. and next number for each of your documents. See Defining Tax Defaults Options: page 1 – 54. Define default options. See: Defining Default Options: page 1 – 44. See: Defining Accrual Options: page 1 – 47.Defining Purchasing Options
Use the Purchasing Options window to define default values and controls for functions throughout Purchasing. Define the required order type and order source for internal requisitions. such as the minimum release amount. You can navigate to this window only when Purchasing.

4.
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.
Select one of the following ReqImport Group By options for requisitions imported through the requisition open interface: All (not grouped). purchase orders. Buyer. Location. and planned purchase orders. See: Requisition Import Process: page 9 – 143. Non–cumulative: Price breaks apply to quantities on individual release shipments for the item. This amount is in your functional currency. If either your functional currency (defined in your set of books) or your transaction currency (the currency you enter in a purchasing document window) is Euro (the European Monetary Unit currency). and the other is another European currency. RFQs. Rate. Purchasing defaults in the appropriate conversion Rate Type. Item. Category. or Supplier. Enter the Minimum Release Amount that defaults on blanket. and quotations. Oracle General Ledger User’s Guide. and Rate Date. contract.
5. If the Rate Type is User.
3. See: Defining Conversion Rate Types. See: Overview of Multi–Currency Accounting. Select the Price Break Type that defaults on blanket purchase orders: Cumulative: Price breaks apply to the cumulative quantity on all release shipments for the item. Oracle General Ledger User’s Guide. you can override this default for each document line.2. Select the currency Rate Type that defaults on requisitions.

You can override this option for specific items and orders. 11. when Payables matches invoices to purchase orders or receipts. Two–Way: Purchase order and invoice quantities must match within tolerance before the corresponding invoice can be paid. and purchase order lines. Three–Way: Purchase order. Set the receiving close point in the Control Options window.
10. you receive the following message in the Notifications Summary window: Quotations active or approaching expiration: [number]. Enter the Receipt Close tolerance percentage for your shipments. When a quotation is due to expire within the number of days you provide here.
Attention: This field is enterable only when the form is accessed from the Purchasing menu. Use the Lookup Codes window to define price types. Enter the Quote Warning Delay. Select RFQ Required to require an RFQ for an item before you can autocreate the corresponding requisition line onto a purchase order.6. See: Defining Control Options: page 1 – 48. Select a default Line Type for requisition. You can override this option for specific items and orders.
Select the Price Type that defaults on purchase orders. the line type is part of your item information. RFQ. Enter the Invoice Close tolerance percentage for shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing close tolerance at billing. You can override the line type for each document line.
8. See: Defining Lookup Codes: page 1 – 73.
12. See: Viewing and Responding to Notifications: page 2 – 31. See: Defining Line Types: page 1 – 83.
9. You can override this value for each item or requisition line. This is the number of days before a quotation expires that you want to receive an expiration warning. When you create any of these documents. quotation.
7. Purchasing automatically closes a shipment for receiving if it is within the receiving close tolerance at the receiving close point. Select one of the following options for Match Approval Level:
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. receipt. and invoice quantities must match within tolerance before the corresponding invoice can be paid. See: Defining Control Options: page 1 – 48.

inspection. 13. Navigate to the Accrual tabbed region in the Purchasing Options window. See: Receiving Controls. Note: The Invoice Match Option in the purchase order Shipments window and the Match Approval Level here are independent options. Options.
Choose one of the following Accrue Expense Items options:
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.
Defining Accrual Options
"
To define accrual options: 1. receipt. and Profiles: page 7 – 9.Four–Way: Purchase order. You can perform whichever Invoice Match Option you want on a shipment regardless of the Match Approval Level you choose here. The Invoice Match Option determines whether Payables performs invoice matching to the purchase order or the receipt. and invoice quantities must match within tolerance before the corresponding invoice can be paid.
2. Save your work.

This is the percentage by which the autocreated purchase order line price cannot exceed the requisition line price. 4. you currently have only one choice: On Receipt. you can
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. Save your work.
Defining Control Options
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To define document control options: 1. If you select Enforce Price Tolerance. Navigate to the Control tabbed region in the Purchasing Options window. you should set this option to Period End. You can override this flag in the Shipment Details window when you are entering purchase orders and releases.
Attention: When using Cash Basis Accounting. For Accrue Inventory Items.
3. Period End: Accrue expense items at period end. but you will not normally run the Receipt Accrual – Period End process. Enter the default Expense AP Accrual Account.
2. 5.
Enter the Price Tolerance Percent.At Receipt: Accrue expense items upon receipt.

Select Enforce Price Tolerance if you want Purchasing to enforce the price tolerance percentage. or blanket purchase agreement line for the item. Select the Receipt Close Point. Note that you need to set the receipt close tolerance percentage in the Default Options window.
6. the quantity will be rounded to 12 Each. If the user enters 11 Each on the Internal Requisition. See: Overview of Requisitions: page 3 – 2. but not approve. 4.
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. purchase order. but you can override.
7. Automatic: The requisition quantity is forced to the rounded quantity. or Received. Your requestors can directly create a release for the blanket purchase agreements instead of creating a requisition or purchase order if you allow your requestor to enter releases. Delivered. See: Defining Default Options: page 1 – 44. which is when the shipment is closed for receiving: Accepted (passed inspection). There is no restriction on how much a price can decrease. the quantity will be rounding to 0. Advisory: An advisory message suggesting rounding and a suggested rounding quantity are displayed. If you sourced the item. for example: System Options Enforce Full Lot Quantities = Yes Items Rounding Factor = 75% Items Unit of Issue = DZ Unit of Measure on Internal Requisition = Each If the user enters 6 Each on the Internal Requisition. purchase orders for which this tolerance is exceeded. Select Display Disposition Messages if you want to see any disposition messages defined against inventory items when they are placed on requisitions. Select one of the following values for the Enforce Full Lot Quantity option: None: The requisition quantity is not rounded to the lot quantity. you see the following message: Blanket purchase order [number] already exists for this item. 3. 5. See: Viewing and Responding to Notifications: page 2 – 31.create. Enforce Full Lot Quantity is used for rounding quantities on Internal Requisitions. Select Notify If Blanket PO Exists if you want to be notified of existing blanket purchase agreements when you create a requisition.

Attention: This field is enterable only when the form is accessed from the Purchasing menu. Note: Even if you put a supplier on hold in the Suppliers window. Purchasing also cancels the requisition. which is a position hierarchy from the Position Hierarchy window. When the Security Level is set to Hierarchy for a document in the Document Controls window. 13.8.
The Cancel Requisitions options apply only to requisitions from which purchase orders were autocreated. you are given the option to cancel the requisition. Use the Suppliers window to place suppliers on hold. RFQ. This update affects only the line you are creating. you can still approve a purchase order to that supplier if Enforce Supplier Hold is not checked here. Purchasing does not cancel the requisition. See: Controlling Documents: page 2 – 54. Select Enforce Supplier Hold if you do not want to be able to approve purchase orders created with suppliers that are on hold. Otherwise.
9. Select one of the following: Always: When canceling the purchase order. Select a Security Hierarchy. Never: When canceling the purchase order. you can enter the name of any active buyer. See: Defining Buyers: page 1 – 26. 12. this position hierarchy governs access security for the document. so it is again available for inclusion on a purchase order. quotation.
10. Save your work. Select Allow Item Description Update if you want Yes to be the initial default of the Allow Description Update attribute when you are defining a new item.
You can define for each item whether you allow updating of the item description during the creation of requisition. See: About Suppliers. Select Enforce Buyer Name to enforce entry of only your name as the buyer on purchase orders. Optional: When canceling the purchase order. or purchase order lines.
11.
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. Oracle Payables User’s Guide.

This is the source OrderImport uses to transfer internal requisitions from Purchasing to Order Management.
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. Attention: The Order Type field is visible only if the application Oracle Order Management is installed. Order types are defined in Order Management. Purchasing defaults and only uses Internal.
Save your work.Defining Internal Requisition Options
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To define internal requisition options: 1.
4. Navigate to the Internal Requisition tabbed region in the Purchasing Options window.
Select the default Order Source for internal requisitions.
3. The order type you choose here is the type that Purchasing uses to create sales orders from internal requisitions. Select the default Order Type for internal requisitions.
Attention: The following two fields are enterable only when the form is accessed from the Purchasing menu.
2.

quotation. So. purchase order. Purchasing allows the same requisition number to be used by different operating units. quotations. purchase orders.
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To define numbering options for your documents: 1.Defining Numbering Options
Purchasing numbers requisitions. the same receipt number could be used by different inventory organizations. see: Defining Receiving Options: page 1 – 57. To define receipt numbering options. and requisition numbers: Automatic: Purchasing automatically assigns a unique sequential number to each document when you create the document. Navigate to the Numbering tabbed region in the Purchasing Options window. and RFQs within operating units in a Multi–Org setup.
Select the [Document] Number Entry method for RFQ. Manual: You provide a document number manually when you enter the document. So. Purchasing also numbers receipts within inventory organizations rather than across inventory organizations. for example.
2. for example.
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.

This is the starting value you want Purchasing to use for generating unique sequential document numbers if you choose Automatic document number entry. Purchasing displays the next document number that will be used for a new document when you create the new document. If you choose Manual document number entry. you can generate only numeric document numbers. you should enter the first value as 000001. you must also let Purchasing number the corresponding requisitions automatically.
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. and requisition numbers: Numeric or Alphanumeric. If you are using Alphanumeric numbering. Attention: If you import purchasing documents from a foreign system that references alphanumeric numbers. If you use Master Scheduling/MRP.
5. Attention: If you choose Automatic document number entry. You can change the document number type from Numeric to Alphanumeric whenever you want. quotation. You cannot enter this field if you choose Manual document number entry. you must choose Alphanumeric as your number type. Inventory. make sure to enter a Next Number that is higher than the highest number you assigned manually. consider entering all numeric values with the same number of digits. Select the [Document] Number Type you want Purchasing to use for RFQ. but you can still import either numeric or alphanumeric values from another purchasing system. Work in Process.
Attention: The ordering of numeric values in lists of values can appear random when you use the Alphanumeric number type. Enter the Next Number. If you originally allow manual entry and switch to automatic entry. or any non–Oracle system to create requisitions automatically. purchase order.
Save your work.
Attention: You can change the method of entering document numbers at any time.
4. regardless of your numbering method.
3. For example. You can change the document number type from Alphanumeric to Numeric only if all your current document numbers are numeric. if you can assume all numeric values contain six digits. you can choose numeric or alphanumeric numbers.

Supplier – The tax code defaults from the Invoice Tax Code value in the Invoice Tax region of the Suppliers window.
Check one or more of the tax defaults sources from which your purchasing documents default tax codes. 2. The tax code defaults first from the item and the ship–to organization. you may check Item. This means that when your purchasing documents default tax information. Supplier Site. it defaults from the item and inventory organization. Financial Options – The tax code defaults from the Tax Code in the Financials Options window. Item – The tax code defaults from the Tax Code value you entered in the Purchasing region of the Master Item or Organization Item windows. enter a ranking number (starting with 1) for each of the tax defaults sources you checked (even if you checked only one). and 1 respectively.
3.2. if available. they look first for tax information from the supplier. if that tax information is not
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. For example. and Supplier and rank them 3. Supplier Site – The tax code defaults from the Invoice Tax Code in the Invoice Tax region of the Supplier Sites window (accessible from within the Suppliers window). if not.
In the Hierarchy column. Ship–To Location – The tax code defaults from the Tax Code you entered in the Location window.

they look for tax information corresponding to the item. they look next for tax information from the supplier site. Save your work. 4.found. Oracle Payables User’s Guide
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.
See Also
Tax Control Methods. if that’s not found.

Defining Receiving Options
Use the Receiving Options window to define options that govern receipts in your system. Choose one of the following options: None – Receipts may exceed the allowed days early or late. Most of the options that you set here can be overridden for specific suppliers. and Profiles: page 7 – 9. Enter the Action for Receipt Date Control. 3.
"
To define receiving options: 1. Options. Navigate to the Receiving Options window from the menu.
Enter the maximum acceptable number of Days Early and Days Late for receipts. and purchase orders.
2.
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. Reject – Purchasing does not permit receipts outside the selected number of days early or late. This field determines how Purchasing handles receipts that are earlier or later than the allowed number of days selected above. See: Receiving Controls. items.

See: Cascading Receipts and Receiving Transactions: page 7 – 25. you can override it for specific suppliers and items. Choose one of the following options. Enter the maximum acceptable over–receipt Tolerance percentage. Oracle Inventory User’s Guide.
10. Reject – Purchasing does not permit receipts that exceed the selected tolerance. Check Allow Unordered Receipts if you want to receive unordered items. items. Check Allow Cascade Transactions to enable cascading for receipts and receiving transactions. Warning – Purchasing displays a warning message but permits receipts that exceed the selected tolerance. Warning – Purchasing gives you a message informing you that an ASN exists for the purchase order shipment and lets you decide whether to receive against the purchase order shipment or its ASN. See: Defining Item Relationships. See: Express Receipts and Receiving Transactions: page 7 – 26. and orders. 6. Choose an action for ASN Control. Enter the Action for Overreceipt Quantity Control. 7. Check Allow Substitute Receipts if you want to receive substitute items in place of ordered items.Warning – Purchasing displays a warning message but permits receipts outside the selected number of days early or late. None – Purchasing does not prevent or warn you when you try to receive against a purchase order shipment for which an ASN exists. You can later match the unordered receipts to a purchase order. You can override this option for specific suppliers. If you enable this option. Check Allow Express Transactions to enable express deliveries and receipts. 5. This field determines how Purchasing handles receipts that exceed the quantity received tolerance. Reject – Purchasing gives you a message and prevents you from receiving against a purchase order shipment for which an ASN exists. This field determines how Purchasing handles receiving against purchase order shipments for which an Advance Shipment Notice (ASN) exists. 4.
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.
9. You must define substitute items in the Item Relationships window before you can receive them. Choose one of the following options: None – Receipts may exceed the selected tolerance.
8.

Purchasing ignores all quantity receipt tolerances to help ensure that you can receive the exact amount the supplier shipped. you cannot see the quantity due or the quantity ordered for shipments when you receive items. the same receipt number could be used by different inventory organizations.
15. Purchasing numbers receipts within inventory organizations rather than across inventory organizations. but you can still import
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. Blind receiving helps you ensure that receivers record the exact amount they receive. Reject – Purchasing does not permit receipts when the receiving location differs from the ship–to location. for example. If you originally allow manual entry and switch to automatic entry. With blind receiving. Standard Receipt. So. Automatic: Purchasing automatically assigns a unique sequential number to each receipt when you create the receipt. Enter the default Receipt Routing that you assign goods: Direct Delivery. Choose the receipt number Type you want Purchasing to use for receipt numbers: Numeric or Alphanumeric. make sure to enter a Next Number that is higher than the highest number you assigned manually. See: Profile Options in Purchasing: page 1 – 102. 14. Choose the Entry method for receipt numbers. Enter the Enforce Ship To location option to determine whether the receiving location must be the same as the ship–to location. 13. Select Allow Blind Receiving if you want blind receiving at your site.
Attention: You can change the method of entering receipt numbers at any time. or Inspection Required. you can generate only numeric receipt numbers. Manual: You provide a receipt number manually when you enter the receipt. Attention: If you choose Automatic receipt number entry. and orders if the RCV: Allow Routing Override user profile is set to Yes. 12. Choose one of the following options: None – The receiving location may differ from the ship–to location. Warning – Purchasing displays a warning message but permits receipts when the receiving location differs from the ship–to location.11. items. You can override this option at receipt time by changing the destination type for specific suppliers.

you should enter the first value as 000001.
Attention: The ordering of numeric values in lists of values can appear random when you use the Alphanumeric number type. you must choose Alphanumeric as your number type.
16. You cannot enter this field if you choose Manual receipt number entry. If you are using Alphanumeric numbering. consider entering all numeric values with the same number of digits. Enter the Next Receipt Number. 17. You can change the receipt number type from Numeric to Alphanumeric whenever you want.either numeric or alphanumeric values from another purchasing system.
See Also
Defining Purchasing Options: page 1 – 44
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. You can change the receipt number type from Alphanumeric to Numeric only if all your current receipt numbers are numeric.
Attention: If you have any alphanumeric documents in your system. regardless of your numbering method. if you can assume all numeric values contain six digits. This is the starting value you want Purchasing to use for generating unique sequential receipt numbers if you choose Automatic receipt number entry. Enter the accounting flexfield for the default Receiving Accrual Account. Purchasing displays the next receipt number that will be used for a new receipt when you create the new receipt. If you choose Manual receipt number entry. you can choose numeric or alphanumeric numbers. For example.

You can reference multiple documents to add all their lines to the same template. Purchasing adds all lines on the document to the template.Defining Requisition Templates
Use the Requisition Templates window to define requisition templates. Navigate to the Requisition Templates window by selecting Requisition Templates from the menu. Purchasing displays all template lines that are valid for the destination organization.
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. If you reference an existing document.
"
To define requisition templates: 1. After you define a template. you can reference the template in the Supplier Item Catalog. you can specify the items individually or you can reference an existing requisition or purchase order. These templates automate requisitioning of commonly ordered items like office supplies. When you do so. To create a requisition for office supplies. To create a template. and you can use any of these lines on your requisition. requestors in your organization simply use your template and enter the quantity of each item they want to order. You can create requisitions with this template as long as the requisition creation date is before the template inactive date.

you can enter individual requisition lines of either type. 4.
"
To copy lines to a template: 1. Enter a Description of the template. Enter the base document Number from which you want to copy lines to the template. 2.
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. Enter the Base Document Type: Purchase Order or Requisition. In either case.2. 5. 3. Enter the Inactive Date after which you do not want any requestor to create a requisition from this template. 3. Enter the requisition Type: Internal or Purchase. Select the Copy button to open the Base Document window.
Enter the requisition Template name.

7.
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To manually add lines to a template: 1. You can also remove lines that you have copied from a base document. You can choose the Cancel button to return to the Requisition Templates window without copying. You can enter or change information in this field only for new lines. either automatically with AutoCreate Documents or manually with the Purchase Orders window.
2. The Source type determines the source of the requisitioned items. At either level. The default is from the Purchasing Options window. You can even mix inventory and supplier sourced requisition lines in the same requisition. and you cannot change it. Enter the default unit of measure. 9. Otherwise. You can change the description only if this attribute is active for the item.
4. you must enter a purchasing category. The choice you have in this field is dependent on your user profile options and the system profile options.4. Use the Lines region to manually add new lines to the template. and you can change certain information in these lines. Purchasing creates one internal sales order for each inventory source type requisition line on this requisition. See: Defining Default Options: page 1 – 44. Purchasing displays the purchasing Category. you can enter the item Revision number.
3. Note that if you have both options. Enter a Number in this field to identify the sequence of the line on your requisition. For new lines only. You can place lines from multiple documents onto the same requisition template.
8. Enter the line Type. Purchasing displays the item Description from the document you selected in the Base Document Number field. If you are entering a new line. you can source requisition lines independently of the requisition type. Enter the Item number.
Choose the OK button to copy all lines of the base document onto the template. The supplier source type requisition lines go onto purchase orders. the description is from the item master. If you entered an item. 6.
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. Purchasing provides default sequence numbers in increments of one. you may be restricted to one of the following options: Inventory or Supplier. You can enter or change information in this field only for new lines. 5.

you can enter a new site directly. you can suggest a new supplier by entering the name of the supplier directly. Alternatively. For supplier source type lines. and this price is used in the Requisitions window. You can choose a supplier site from the list of values. For supplier source type lines. the cursor does not enter this field.
2. For supplier source type lines.
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. Save your work. 7. 1. You can choose a supplier from the list of available suppliers. you can optionally specify the Subinventory source.
4. you can enter the name of the Buyer to whom you want to assign the requisition line. For supplier source type lines. even if they do exist in another subinventory. you can enter the name of your Contact at the supplier site. For supplier sourced lines. you can specify the source Organization. Order Management backorders them. you can enter the unit price. For inventory source type lines. Alternatively. you can enter the Supplier Item number. For inventory sourced lines. If the goods do not exist at the specified subinventory. you can enter the supplier Site. 8. For supplier source type lines. The buyers can query requisition lines that you assign to them when they AutoCreate purchase orders. you can select RFQ Required to indicate that you want to require an RFQ before the buyer can create a purchase order for the requisition. 6. For supplier source type lines. You can enter this field only if you provide a suggested supplier name.
3.
"
To enter sourcing information: You can enter sourcing information for the current line in the lower part of the screen. and the price in the Requisitions window is the actual cost from inventory. 11. If you do so. Oracle Order Management reserves the goods and uses only the specified subinventory for allocation. Purchasing displays a warning message if you try to create a purchase order without a required RFQ. you can enter a suggested Supplier for your requisition items. For inventory source type lines.10.
5.

Use the UN Numbers window (See: Defining UN Numbers: page 1 – 70. Use the Hazard Classes window (See: Defining Hazard Classes: page 1 – 69. and transport vehicle placarding applicable to the shipment and transportation of hazardous materials. For each hazardous material. You can clearly identify and classify hazardous materials and print information on your RFQs and purchase orders to ensure that your suppliers pack. labelling.Purchasing Hazardous Materials
Purchasing provides you with flexible features to handle all your hazardous materials purchasing and receiving requirements. solid Petroleum Distillate Small arms ammunition
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. Use the Item window to associate hazard classes and UN numbers with your items. label. You can also review hazardous materials information when receiving items and take the required safety precautions. See: Defining Items. Examples: Calcium hydrogen sulfite solution Epichlorohydrin Fuel oil Mercuric oleate. and ship hazardous materials according to the regulations. Shipping names are regulated in some cases. These regulations provide an extensive classification system for hazardous materials.) to define the identification numbers you use and to assign them to hazard classes. The US Department of Transportation provides similar regulations. The purpose of this classification is to provide detailed requirements for shipping papers. the classification provides: Shipping Name Describes the item ordered or shipped. Oracle Inventory User’s Guide
Regulation Background
Section 19 of the ISRS (International Safety Rating System) requires that you clearly identify and record all orders for hazardous materials. package marking.) to define the hazard classes you need.

Identification numbers preceded by ”UN” (United Nations) have descriptions appropriate for international and US domestic shipments. Most hazardous materials belong to only one hazard class. Explosives UN0027 Black powder UN0180 Rockets NA1133 Cement NA2016 Grenade UN2016 Ammunition UN2769 Benzoic derivative pesticide. Some materials belong to more than one hazard class and some materials do not belong to any. Examples: UN0001 Alarm Devices. For instance. the same UN Number may correspond to two closely related but different types of materials. Each identification number has a description. If a material belongs to more than one hazard class. Examples: Corrosive Material Flammable liquid Forbidden Combustible liquid Poison A ORM–A Class A explosive
Identification Number
Identifies the hazardous material. Identification numbers are not unique.Hazard Class
Categorizes the hazardous material. liquid
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. you should list these classes in a specific order. There are two types of identification numbers. Identification numbers preceded by ”NA” (North American) apply only to US domestic shipments and shipments between the US and Canada.

liquid
In some cases. size. Specify the maximum amount of hazardous material you can carry per package depending on the mode of transportation you use. and printing of labels.
Labels Required
Specifies the labels required for each package of the hazardous material. Also provide additional shipping.UN2769 Benzoic derivative pesticide. hazardous materials that you identify by the same identification number can belong to two different hazard classes. Packaging requirements depend mainly on the hazard class for the hazardous material. or other information about the hazardous material. Examples:
Shipping Requirements
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. Example: Fuel. explosive. but it can be in either the Flammable Liquid or the Combustible Liquid hazard class. but there are many exceptions to this rule. The regulations provide detailed instruction concerning the format. Examples: Fuse. solid
Some hazardous materials do not have a corresponding identification number. turbine engine has the ID Number UN1863. colors. storing. handling. lighter Propellant. Examples: Flammable liquid Explosive C Poison B
Packaging Requirements
Specify the packaging and placarding requirements and exceptions for the hazardous material. aviation.

"
To define hazard classes: 1. You provide the class name. RFQs. and Receipt Travelers. description. To enter the translations for the hazard classes. select Translations from the View menu. For more information. translations can be entered for the hazard classes from within each of your installed languages. You can assign a hazard class to multiple UN numbers to identify hazardous items. Navigate to the Hazard Classes window. see the Oracle Applications User’s Guide. Purchasing automatically copies hazardous material information onto your documents and prints this information on your purchase orders.Keep dry Keep cool Store away from acids
Defining Hazard Classes
Use this window to define codes for different classes of hazardous materials. Purchasing automatically displays hazardous material information for your receivers. and the date after which the class is no longer active. If you use Multilingual Support (MLS).
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.

Toxic. you might provide any of the following classes: Explosive. Save your work. You cannot use the hazard class after this date.2. Enter the date your hazard class becomes inactive.
Enter a unique name for each hazard class you want to define.
See Also
Purchasing Hazardous Materials: page 1 – 66 Defining UN Numbers: page 1 – 70 Defining Items. Oracle Inventory User’s Guide
Defining UN Numbers
Use this window to define United Nations identification numbers for hazardous materials.
4. You can use this description to provide a more detailed explanation of the hazard class. You can associate a hazard class with multiple
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. 5. Poisonous. Enter a description for your hazard class. For example.
3.

Navigate to the UN Numbers window. see the Oracle Applications User’s Guide. Purchasing prints hazardous material information on your purchase orders. Prerequisites
❑ Define Hazard Classes before performing this step. RFQs.
3.identification numbers. and Receipt Travelers and displays this information for your receivers and inspectors.
2. To enter the translations for the UN numbers.
Enter the UN identification number.
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. You can also assign an identification number and a hazard class to each item you define. Purchasing automatically copies hazardous material information onto your documents. You can define multiple instances of the same UN number as long as the descriptions are different. Enter a Description for your identification number. translations can be entered for the UN numbers from within each of your installed languages. If you use Multilingual Support (MLS). See: Defining
Hazard Classes: page 1 – 69. For more information.
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To define UN numbers: 1. select Translations from the View menu.

translations can be entered for the lookups from within each of your installed languages. Purchasing uses lookup codes to define lists of values throughout the system. For example.Defining Lookup Codes
Use the Oracle Purchasing Lookups window to define lookup codes in Purchasing. see: Lookups. A lookup category is called a lookup type. depending on your Access Level. see the Oracle Applications User’s Guide.
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To define lookup codes: 1. Oracle Applications Developer’s Guide. or see online help. If you use Multilingual Support (MLS). select Translations from the View menu. You might want to define an additional code called Consultant to use for the purchase of consulting services.
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. You can add your own codes to those initially provided for some of the lookup types. Navigate to the Oracle Purchasing Lookups window from the menu. Purchasing supplies the following Supplier Type codes: Employee and Supplier. To enter the translations for the lookups. and the allowable values for the lookup type are called lookup codes.
Attention: You cannot change or delete codes once you have added and saved them. For more information.
For detailed information on defining and updating lookups. but you can change the code descriptions.

PO/Requisition Reason: Purchasing provides no transaction reason/transaction nature codes for purchase orders. Oracle Payables User’s Guide. 5. Indexed. but you can define your own. See: Tax Recovery Rules. Supplier. Fixed. RFQs. 4.
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. Oracle Payables User’s Guide. It is also used to define tax recovery rules. You enter this value in the Type field of the Classification region of the Suppliers window.Minority Group: Purchasing provides no Minority Group codes. and Public Sector Companies. Price Type: Purchasing provides Cost Plus Fee. See: Setting Up Withholding Taxes. Oracle Payables User’s Guide. Pay Group: Pay Groups can be assigned to Payables invoices. Save your work. and Service. and Variable. These codes are used to classify suppliers for reporting purposes. and quotations. See: Classification Region of the Suppliers window. requisitions. but you can define your own in this window. Cost Plus Percentage. Minority Group codes are used to classify suppliers for reporting purposes. Reply/Receive Via: Purchasing provides no Reply/Receive Via codes. but you can define your own. Then Payables payment batches can be limited to invoices assigned to a specified Pay Group. Lowest Price. but you can define your own. The Tax Authority supplier type indicates suppliers to whom you remit withholding taxes. Quality. Only Source. Quotation Approval Reason: Purchasing provides Best Delivery. Enter an Inactive Date on which the code is no longer active. Best Design. The system provides no Pay Group lookups. Vendor (Supplier) Type: Purchasing provides Employee.

Enter a Quality Code to indicate a particular quality standard. you might want to define Excellent Condition or Damaged as quality codes. For example.
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To define quality inspection codes: 1. Purchasing lists these rankings when you inspect your receipts. Navigate to the Quality Inspection Codes window by selecting Quality Inspection Codes on the menu.
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.
2. You use these inspection codes when you receive and inspect the items you ordered. while 90 might represent a quality ranking of Excellent. which provides an inspection scale. 10 might represent a quality ranking of Poor.
Enter a Ranking number that corresponds to a specific quality code.Defining Quality Inspection Codes
Use the Quality Inspection Codes window to define and update your inspection codes. You can define as many codes for inspection as you want. where 0 represents the lowest quality. This value must be between 0 and 100. For example. Each code must have a corresponding numerical ranking.
3.

4. Save your work.
Enter a description for your quality code. Enter the Inactive Date after which the quality code is no longer active. 6. You can use this description to provide a more detailed explanation of the quality code.
5.
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.

you also need to order services in the same way.
Background
Requestors and buyers generally order both goods and services by quantity. However. For quantity based lines. In either case.
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. you should be able to specify the value basis: amount or quantity. you can specify the unit price. Once you receive the training. and whether you require receipt. Purchasing provides you with the features you need to order both goods and services. For both amount and quantity based line types. you record the hours received. the buyer only needs to record the total amount of the service. For example. When half of the work is complete.Purchasing Services
Purchasing provides the line type feature so that you can clearly differentiate orders for goods from those for amount–based services or outside processing. the receiving agent records the receipt of one crate of 5 terminals. you purchase 40 hours of product training at a rate of $40 per hour. For instance. You simply record the hours of training ordered and the price per hour. you sometimes order services by amount rather than by quantity. the project manager records a receipt of $5000. unit of measure. In this case. a project manager orders $10. but for amount based line types the unit price defaults to 1. For quantity based line types. The accounts payable department receives a bill for 5 terminals. Later. or it may send partial invoices. you can specify default values for category.000 of consulting services to install a local area network. The consulting firm may send an invoice for the complete amount of the service. a buyer could order 10 computer terminals at a price of $1500 each. you can specify whether the line type is used for outside processing. You order the number of items you need in a specific unit of measure and at a given price. and matches the invoice against the original purchase order. For each line type. the accounts payable department must match the invoice to the original purchase order or receipt by amount. You should be able to: • Create your own purchasing document line types. For example. • Create a purchasing document with any combination of line types you need. Sometimes.

RFQ. item description. grouping requisition lines for the same line type and item onto the same purchase order lines. You can also receive and match services by amount. Purchasing provides Goods as an initial quantity–based line type. Work in Process. and unit price for the items you are ordering. and you can create additional outside processing line types. purchase order.• AutoCreate purchase order lines from your requisition lines.
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.
Major Features
Line Type The line type governs the type of requisition. unit of measure. Purchasing provides Outside Processing as an initial outside processing line type. You cannot use outside processing line types. • Create amount–based purchase order lines by selecting an amount–based line type. Amount–Based Purchasing Use amount–based line types when you want to order services and other items by amount. Quantity–based line types let you order and receive and/or invoice based on the quantity of goods or services provided. and quotation lines you create. You can modify this line type or create new quantity–based line types to satisfy your needs. and total amount of the service. Quantity–Based Purchasing Use quantity–based line types when you want to specify the quantity. See: Overview of Outside Processing. item description. and Bills of Material are installed. unless Purchasing. Oracle Work in Process User’s Guide. category. You create an order for a service by selecting an amount–based line type. category. Amount–based line types let you order and receive and/or invoice based on the value of the service provided. Outside Processing Line Types You can use outside processing line types to enter purchasing documents to pay suppliers for outside processing operations. and total amount for the line.

You can override this value when you need to create document lines of another type. and the amount (in the Quantity field). unit of measure. Oracle Inventory User’s Guide. Setting Up a Default Line Type Since you typically use one line type more than the others. Purchasing also provides the line type Outside Processing. All new purchasing document lines default to this line type. You can create a unit of measure such as AMOUNT for amount based line types to help you determine if you ordered by amount. See: Defining Default Options: page 1 – 44. whether receipt is required. You simply choose the line type when you create your document line. See: Defining Units of Measure. you simply provide a name and description for lines types with a value basis of quantity or amount. The Unit Price defaults to 1 and you cannot change it. and unit price for quantity based document lines. You do not have to set up a system default if you use many different line types. You can then optionally specify a default category. amount. To define a new line type. you enter only the category. AutoCreating Purchase Orders You can use the AutoCreate Documents window to convert approved requisition lines for items and services into purchase orders and releases. You use the unit of measure for amount–based lines as reference information only. quantity. The unit price defaults to 1 for amount–based line types but is otherwise optional.Line Types Step by Step
Defining Line Types Purchasing provides one initial line type: Goods. and unit of measure. Purchasing lets you define a system default line type in the Purchasing Options window. item description. You can modify these line types or create new line types in the Line Types window. Purchasing does not perform any unit conversion for amount based lines.
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. If Work in Process is installed. Creating Purchasing Document Lines Purchasing lets you specify whether you are creating a document line for quantity. item description. You enter the item. For amount based document lines. You cannot specify a line as outside processing unless the value basis is quantity. You can gather requisition lines for the same line type and place them onto a single purchase order. See: Defining Line Types: page 1 – 83. You must provide a default unit of measure for amount–based line types. You can also place requisitions for different line types onto the same purchase order. or outside processing.

Purchasing prints the quantity. and item revision onto a single purchase order line. Your total line amount is the same as the value displayed in the quantity field. You cannot change the unit price or unit of measure for amount–based requisition lines. You enter the amount of the service in the Quantity field.
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. Purchasing prints only the total amount of the order. Enhanced Reporting The line type feature includes enhanced reporting to differentiate between quantity and amount based orders. You can also split a requisition line for a service into several requisition lines for goods and services.
Purchasing Services Step by Step
Creating Requisitions for Services Purchasing lets you create requisition lines for services and other amount based orders. You can use the quantity field in your distributions to allocate the order amount to multiple accounting flexfields. See: Autocreate Documents Overview: page 6 – 2 Enhanced Document Printing Purchasing prints your document lines according to their line types. For quantity based line types. unit of measure. When you choose an amount based line type. You can also enter purchase orders for services manually by entering a service line type. and the item description. Purchasing automatically enters the unit price and unit of measure.Purchasing combines requisition lines for the same item. You can gather all requisition lines for services and review these lines before placing specific ones on purchase orders. For amount based orders. Purchasing prints the line type so you can easily determine whether the information is quantity or amount based. Purchasing creates a purchase order for all of the requisition lines you choose. the category. Purchasing automatically sets the unit price to 1 for your line and enters the default unit of measure for the line type. unit price and total amount for purchase orders and RFQs. line type. the amount (Quantity) of the service. Purchasing prints only the amount for amount based document lines. Creating Purchase Orders for Services You can use AutoCreate Purchase Orders to create purchase order lines and releases from approved requisitions.

Purchasing copies the total amount from your chosen quotation shipment into the Quantity field of your purchasing document. If you provide a requested service amount on your RFQ. the Quantity field displays the total amount for the line.
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. For example. On the RFQ shipment. Receiving Services You receive services the same way you receive goods. Matching Service Purchase Orders When matching Payables invoices to service purchase order or receipt lines. You simply create an amount–based RFQ line and one shipment for this line. When you receive a service. Payables warns you if the unit price is not 1 for service orders. your quantity fields reflect the amounts of your order. You should not change the unit price. 10000. you enter the amount invoiced in the Quantity field. Purchasing automatically sets the unit price to 1 and fills in your unit of measure. Purchasing displays your line type so you can determine whether you are receiving by amount or quantity.Sourcing Services When you request a quotation from a supplier for a particular service. Payables defaults the unit price to 1 when matching to service purchase orders or receipts. or return in the Quantity fields. you can provide a complete description of the service you are requesting. Purchasing automatically sets the shipment break price and unit of measure. you request quotations for the installation of a local area network and you know that you would like to pay $10000. correct. You must choose a quotation type of Catalog if you want to use it for sourcing. you enter the amount. Purchasing prints ”Amount Requested:” followed by the total amount you entered. Since you are creating an amount–based line and the unit price is set to 1. Simply specify the amount you receive. When you choose sourcing information for amount–based requisition and purchase order lines. You must receive services and other amount–based purchases in the unit of measure specified on the purchase order. in the quantity field.

You can override the default line type for each document line you create. another line type for services you order by hour. If Work in Process is installed. you can enter only outside processing items and the destination type can be only Shop Floor. Then. Purchasing automatically provides you with a line type of Goods that is quantity based. You use quantity based line items when you know the quantity and price of the line you are ordering. Purchasing automatically displays the default information that you define here for the line type.
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. or any other line type you define. RFQ. For more information.000 as the quantity. purchase order. Purchasing skips the Item and Revision fields. see the Oracle Applications User’s Guide. Purchasing also provides you with an Outside Processing line type. you can enter the amount you have received as a quantity. Line types let you distinguish between quantity and amount based line items. and yet another that indicates an outside processing operation used in Oracle Work In Process (WIP). you might buy a dozen pens for $10. When you enter a line on a purchasing document and choose a line type. To enter the translations for the line types. Outside processing line types are necessary when you are using WIP and want to enter purchasing documents for outside processing operations in WIP. You simply provide the total amount of 5. If you use Multilingual Support (MLS). You can create line types to reflect different characteristics for the items you purchase. when you record your receipts. For example. you might order $5. select Translations from the View menu. For example. and sets the price to 1.Defining Line Types
Use the Line Types window to define and update line types. You can set up your purchasing options to copy a default line type for lines you add to every requisition. You can create purchasing document lines and specify whether they are for goods. For example. translations can be entered for the line types from within each of your installed languages. you record a quantity of 300. When you choose an outside processing line type on a purchasing document line. if you have incurred $300 of a $500 charge. services. or quotation document. You use amount based line items when you are ordering a service. outside processing. you may want to define one line type for items you order by quantity and unit price. For example.000 of consulting services over the next year. When you are entering amount based document lines in purchasing windows such as the Purchase Orders window.

Enter the Value Basis for the line type. Quantity: Receive items by quantity.
Enter the Name and Description of the line type. Oracle Inventory User’s
Guide. Outside Processing line types must have this value basis. See: Defining Categories. Oracle
Inventory User’s Guide.
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To define line types: 1. You cannot update this field after you save your work.
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. See: Defining Units of Measure. 3.Prerequisites
❑ Define categories. Navigate to the Line Types window from the menu. You cannot change the unit of measure and unit price on purchasing document lines.
❑ Define units of measure.
Enter the default purchasing Category for items with this line type.
2.
4. Amount: Receive items by amount. You can override this purchasing category on purchasing document lines.

6.
See Also
Purchasing Services: page 1 – 78 Overview of Outside Processing. You can override this unit of measure on your purchasing document lines only when you use non–Outside Processing line types with Quantity value basis. Enter the default Unit of measure for items with this line type.
10. For example.
Enter the default Unit Price for items with this line type. You can select this check box only if the value basis is Quantity and if you are using Work in Process.5. Oracle Work in Process User’s Guide
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.
9. Purchasing automatically enters a unit price of 1 when you use the Amount value basis and prevents you from updating this price when you create your line type.
8. You must enter a default unit when you use the Amount value basis for your line type. Also. if your functional currency is US dollars. when you use an outside processing line type on a purchasing document.
7. you may want to choose your functional currency as the unit of measure. You can override this unit price on your purchasing document lines only when you use line types with Quantity value basis. Enter the Inactive Date on which the line type is no longer usable. If you use the Amount value basis. Select Outside Processing to restrict this line type to purchasing outside processing. you may want to define a unit of measure USD that you can use for your line types with the Amount value basis.
Select Receipt Required if you want this as the default on your purchasing document shipments with this line type. your choices for the item are limited to outside processing items. Save your work. You can overrule the default when you enter the shipment.

translations can be entered for the document types from within each of your installed languages. Oracle Payables User’s Guide. The Find Document Types window appears. If you use Multilingual Support (MLS). Quotation. see the Oracle Applications User’s Guide. Navigate to the Document Types window from the menu. you
should perform the following steps: • If you want to be able to choose the document approval hierarchy in this form. • You must use the Position Hierarchy window to create and update the position hierarchies. Release. you must enable Use Approval Hierarchies in the Financials Options window. Oracle Human Resource Management Systems User’s Guide. Select one of the following Document Types: Purchase Agreement. See: Representing Jobs and Positions. Request for Quotation. since Purchasing uses these hierarchies as document approval routings.
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To define document types: 1. To enter the translations for the document types. Prerequisites
❑ Before you use this window to set up your document types. and control specifications for all Purchasing documents. you can enter new document subtypes only for RFQs and quotations.Defining Document Types
Use the Document Types window to define access.
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. select Translations from the View menu. See: Defining Financials Options. Purchase Order. security. You cannot enter new document types. For more information. and Requisition.

Purchasing provides the following document subtypes: Purchase Agreement – Blanket and Contract (For more information on these document types. see: Purchase Order Types: page 4 – 4.
You can enter user–defined Document Subtypes only for document types Quotation and Request for Quotation. Catalog. see: Purchase Order Types: page 4 – 4.2.) Quotation – Bid.)
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. see: Types of Quotations and RFQs: page 5 – 6.) Release – Blanket and Scheduled (For more information on these document types.) Purchase Order – Planned and Standard (For more information on these document types. see: Purchase Order Types: page 4 – 4. You can delete Quotation and Request for Quotation document types you have created. but only if no actual document exists for the type. and Standard (For more information on these document types.

Attention: If you are using budgetary control and enable this option. and Catalog—there are only two quotation classes—Bid and Catalog.) 5.
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. The description must be unique for the given document type. location. as a list of values choice in the Quotation Type field in the Quotations window. Choose one of the following options: Bid – The quotation or RFQ is for a specific fixed quantity. Catalog. The Quotation Class is applicable only for document types Quotation and Request for Quotation. the Name Bid Quotation appears. see: Types of Quotations and RFQs: page 5 – 6. Check Owner Can Approve to indicate that document preparers can approve their own documents.
7. Standard. For example. (Although there are three types of quotations—Bid.) 3. along with the Quotation Class Bid. For more information on how this and the next two fields affect your approval routing. Check Can Change Forward–To to indicate that users can change the person the document is forwarded to.
4.Request for Quotation – Bid. and Standard (For more information on these document types. if you disable this option. see: Approval Routing: page 2 – 13. This field is not applicable when the Document Type is Quotation or RFQ. This field is not applicable when the Document Type is Quotation or RFQ. Enter your Document Name for the document. you should also disable the Reserve at Requisition Completion option.) Requisition – Internal and Purchase (For more information on these document types. For more information about Bid and Catalog. Likewise. you should also enable the Reserve at Requisition Completion option in the Financials Options window.
6. see: Types of Quotations and RFQs: page 5 – 6. and date. Check Approver Can Modify to indicate that document approvers can modify documents. see: Requisition Types: page 3 – 6. Catalog – The quotation or RFQ includes price breaks at different quantity levels. Standard belongs to the Catalog class. This field is not applicable when the Document Type is Quotation or RFQ. The name that you enter here appears as a list of values choice in the Type field in the appropriate document entry window.

View Only – Users can only view documents. 13. 11. This field is applicable only for user–defined quotations and RFQs. This field is not applicable when the Document Type is Quotation or RFQ. and final close documents. choose one of the following options: Hierarchy – Only the document owner and users above the owner in the defined purchasing security hierarchy may access these documents. For user–defined quotations and RFQs.
Check Can Change Forward–From to indicate that users can change the name of the document creator. Public – Any user may access these documents. and you cannot enter the field. Purchasing displays as a default the Security Level of the Standard Quotation or RFQ. see: Document Security and Access: page 2 – 10. Modify – Users can only view and modify documents. Check Disable to disable a document type. Purchasing – Only the document owner and users listed as buyers in the Define Buyers window may access these documents. Otherwise. The following options apply regardless of whether you are using position hierarchies or the employee/supervisor relationship to determine your approval paths. Hierarchy – The default approver is the next person in the preparer’s approval path regardless of authority. (Each person in
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. This field is applicable only when the Document Type is Requisition. For an overview of Security Level and Access Level. modify.
9. The Forward Method field is not applicable when the Document Type is Quotation or RFQ. choose one of the following Access Level options: Full – Users can view. For user–defined quotations and RFQs. the Access Level is that of the Standard Quotation or Standard RFQ.
10. Private – Only the document owner may access these documents. cancel.8. and you cannot enter the field. 12. Check Can Change Approval Hierarchy to indicate that approvers can change the approval hierarchy in the Approve Documents window. Choose one of the following options: Direct – The default approver is the first person in the preparer’s approval path that has sufficient approval authority. Otherwise.

If you’ve created a workflow of your own. Purchase Order. 1. The default startup process for the PO Approval workflow is the PO Approval Top Process. or Release. The Change Order workflow begins only if this option is chosen. The Archive When field is applicable only when the Document Type is Purchase Agreement. you would choose that workflow process here. If you created a workflow process of your own and wanted to associate it with a specific document type. See: Approval Workflows: page C – 109. This hierarchy then becomes the default in the Approve Documents window. you can select that for this document. all approvals are handled in the background by Oracle Workflow technology.) 14. The Default Hierarchy field is not applicable when the Document Type is Quotation or RFQ.the approval path must take approval action until the person with sufficient approval authority is reached. This option is the default. The PO Approval workflow is used for approving purchase orders. The PO Requisition Approval workflow is used for approving requisitions. Select the Workflow Startup Process you want to use for this particular document type. 2. or use the default that is already provided. or use the default that is already provided. Otherwise. Usually the Workflow Startup Process is the highest–level process in a workflow. you can enter a position hierarchy from the Position Hierarchy window. The default approval workflow processes in Purchasing use the approval controls and hierarchies you define according to the setup steps in Setting Up Document Approval and Security: page 2 – 2. 15. when Use Approval Hierarchies is enabled in the Financial Options window. Choose one of the following options: Approve – The document is archived upon approval.
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To associate certain workflows with specific document types: In Purchasing. The default startup process for the PO Requisition Approval workflow is the Main
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. Print – The document is archived upon printing. See: Workflow Processes for Approving Change Orders: page C – 166. Select the Approval Workflow you want to use for this particular document type.

Oracle General Ledger User’s Guide Submitting a Document for Approval: page 2 – 35 Entering Requisition Headers: page 3 – 57 Entering Purchase Order Headers: page 4 – 39 Entering RFQ Headers: page 5 – 56 Entering Quotation Headers: page 5 – 72
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. Oracle Human Resource Management Systems User’s Guide The online help for the Enter Person window Budgetary Control and Online Funds Checking. For requisitions only. you can select that for this document. If you’ve created a startup process of your own. select the Autocreate Workflow you want to use for automatically creating purchase orders or releases from approved requisition lines. you can select that for this document. select the Autocreate Workflow Startup Process you want to use. 3. The highest–level process for the PO Create Documents workflow is the Overall Document Creation / Launch Approval Process.
See Also
Defining Financials Options. 4. If you’ve created a startup process of your own.Requisition Approval Process. or use the default that is already provided. See: Workflow for Creating Purchase Orders or Releases: page C – 202. or use the default that is provided. you can select that for this document. Oracle Payables User’s Guide Representing Jobs and Positions. If you’ve created a workflow of your own. For requisitions only. The default workflow that comes with Purchasing is the PO Create Documents workflow.

Begin Date. Period Number. If you use encumbrance or budgetary control. Purchasing lets you create journal entries only for transactions you enter in an open purchasing period. Fiscal Year.
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. See: Budgetary Control and Online Funds Checking. Period Name. and End Date for each existing period.Controlling Purchasing Periods
Use the Control Purchasing Periods window to control the purchasing periods defined in the Accounting Calendar window. Purchasing displays the Period Status. Oracle General Ledger User’s Guide. Navigate to the Control Purchasing Periods window from the menu. Prerequisites
❑ Before using this window you should define your purchasing
periods in the Accounting Calendar window. You use purchasing periods to create journal entries in your general ledger system. See: Defining Calendars.
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To control purchasing periods: 1. You create general ledger journal entries when encumbering requisitions. purchase orders or accruing receipts. Oracle General Ledger User’s Guide. Purchasing verifies that the GL Dates you provide on purchase order distributions and requisition distributions are within an open purchasing period.

See Also
Defining Purchasing Options: page 1 – 44 Controlling the Status of AP Accounting Periods. Purchasing reverses the status of accrued purchase order lines so that you can accrue them in the next period if you want. This option is irreversible. you have the following options: Closed – Use this option to close this purchasing period. Never Opened – Purchasing displays this default status if you have not opened this period in the past. Oracle Payables User’s Guide
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. This option is available only when the current status is Never Opened.
In the Period Status field.2. Open – Use this option to open this purchasing period. Permanently Closed – Use this option if you do not want to open this period in the future. Purchasing does not allow further accruals during this period. Future – Use this option if you want to open this purchase period in the future. When you close a purchasing period.

Choosing Workflow Options
Purchasing provides default functionality in its Workflow–automated processes.
you need to set up Oracle Workflow if you haven’t done so already. if you did not already do this as part of your installation or upgrade. if it cannot. This default functionality is described in the sections below. you need to set up Oracle Workflow if you haven’t done so already. you need to complete additional setup steps described in the Oracle Workflow Guide. Oracle Workflow Guide. • Should Workflow Create the Release? – The default value of this attribute is set to ’Y. See: Setting Up Oracle Workflow. See: Setting Up Oracle Workflow.’ meaning that automatic document creation is allowed for approved requisition lines. you
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. You can prevent automatic document creation by setting the default value of this attribute in the Workflow Builder to ’N’ for No. The workflow for creating purchasing documents automatically is called PO Create Documents. the values of which you can change in the Oracle Workflow Builder: • Is Automatic Creation Allowed? – The default value of this attribute is set to ’Y. Oracle Workflow Guide. If you do not want this default functionality. Purchasing integrates with Oracle Workflow technology to create standard purchase orders or blanket releases automatically from approved requisition lines. or if the value of this attribute is set to ’N’ for No. Although Workflow is installed with Purchasing automatically.’ meaning that the workflow tries to create the release. PO Create Documents includes three attributes.
Choosing Document Creation Options
Prerequisite
❑ Before you can use or modify any of the workflows in Purchasing. Before you can use or modify any of the workflows in Purchasing. then the workflow will not create the release. Additionally install the Workflow Builder only if you want to modify the default workflows that Purchasing provides or if you just want to see and understand the workflow processes as they are graphically displayed in the Builder. you can change it in the Oracle Workflow Builder.

meaning that documents are not automatically approved after they are created. this item attribute is set to Y for Yes. For more information on what Background and Online mean. see PO: Workflow Processing Mode in the section Profile Options in Purchasing: page 1 – 102. See the Oracle Workflow Guide.
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. then the PO Approval workflow is launched to route the documents for approval. in the attributes’ Properties windows. 3. Select any of the three item attributes described above and. For each of these attributes you can change their values to ’Y’ for Yes or ’N’ for No. Oracle Workflow Guide. Start the Workflow Builder and open the PO Create Documents workflow. Expand the Attributes branch. 2. But you can change it to N for No if you’d rather process automatic document creation in Online mode. If you set it to ’Y’ for Yes. Background and online modes affect your system performance in different ways.must use the AutoCreate Documents window to create the release.
See Also
Workflow for Creating Purchase Orders and Releases: page C – 202
Choosing a Process Mode for Automatic Document Creation
The item attribute Send PO Autocreation to Background is used by the Main Requisition Approval Process in the PO Requisition Approval workflow. You make these changes in the Oracle Workflow Builder. change the Default Value to suit your business needs. See: Opening and Saving Item Types.
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To modify automatic document creation defaults: 1. By default. Send PO Autocreation to Background determines whether the approval workflow should launch automatic document creation in Background mode. • Is Automatic Approval Allowed? – The default value of this attribute is set to ’N’ for No.

If you want to keep the default mode of Background: H Use the Submit Requests window in the System Administrator responsibility to start the Workflow Background Process, which must be running for Background mode. Attention: Since the item attribute Send PO Autocreation to Background contains a default value of Y—which means automatic document creation occurs in Background mode—you must start the Workflow Background Process if you are going to keep the default.

You can submit the process for all workflows or just for a particular workflow, in this case the PO Requisition Approval workflow. See: To Schedule Background Engines, Oracle Workflow Guide.
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If you want to change the default mode to Online: 1. Start the Oracle Workflow Builder and open the PO Requisition Approval workflow. See: Opening and Saving Item Types, Oracle Workflow Guide. 2. 3. Select the item attribute Send PO Autocreation to Background and open its Properties window. Change its Default value from Y to N. Automatic document creation, when launched from the requisition approval workflow process, will now perform in Online mode.

Deciding If You Want to Use the Timeout Feature
Prerequisite

❑ Before you can use or modify any of the workflows in Purchasing,
you need to set up Oracle Workflow if you haven’t done so already. See: Setting Up Oracle Workflow, Oracle Workflow Guide.

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The Timeout feature in the approval workflow enables you to specify a period of time after which, if no response has yet come from an approver, a reminder is sent. You can send up to two reminders to an approver using the Timeout feature. You can also specify that after a certain period of time, the document is forwarded automatically to the next approver in the hierarchy. You can optionally set up this feature through the Oracle Workflow Builder. If you don’t set up the Timeout feature, the approval workflow will not time out; it will simply wait to receive a response from each approver.
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To set up approval reminders using the Timeout feature: 1. Start the Workflow Builder and open the PO Approval workflow for purchase orders or the PO Requisition Approval workflow for requisitions. See: Opening and Saving Item Types, Oracle Workflow Guide. 2. Open any of the following activities’ Properties windows and enter a Timeout period (for instructions, see the Oracle Workflow Guide): • To enable the Timeout feature in the PO Approval workflow, modify the following activities in the Notify Approver subprocess by entering a Timeout period in their Properties windows: Approve PO Notification, PO Approval Reminder 1, and PO Approval Reminder 2. • To enable the Timeout feature in the PO Requisition Approval workflow, modify the following activities in the Notify Approver subprocess by entering a Timeout period in their Properties windows: Approve Requisition Notification, Requisition Approval Reminder1, and Requisition Approval Reminder2. For example, you enter the following Timeout days in all three purchase order approval notifications as follows: • Approve PO Notification – 3 days • PO Approval Reminder 1 – 2 days • PO Approval Reminder 2 – 1 day In this example, the first notification, Approve PO Notification, times out after 3 days if the approver does not take an action on the notification, and PO Approval Reminder 1 sends the reminder notification. PO Approval Reminder 1 times out after 2 days, and PO Approval Reminder 2 times out after 1 day. Then the workflow looks for the next approver. 3. Save your changes.

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The Workflow Background Process must be running for the Timeout feature to take effect. See: Using the Workflow Background Engine: page 1 – 99.

Modifying Change Order Workflow Options
Prerequisite

❑ Before you can use or modify any of the workflows in Purchasing,
you need to set up Oracle Workflow if you haven’t done so already. See: Setting Up Oracle Workflow, Oracle Workflow Guide. Purchasing integrates with Oracle Workflow technology to let you define what changes to purchase orders or releases—for example, to amounts, suppliers, or dates—require full reapproval. All of the workflow processes and functions relating to change orders can be found within the PO Approval workflow. The change order workflow process uses the same reapproval rules already defined in Purchasing to determine whether a document, depending on its document type, requires reapproval. If you want to change the reapproval rules that the change order workflow uses, you can change those reapproval rules that determine what percentage change to a unit price, quantity, or document total requires reapproval. You can optionally change these rules by modifying their attributes in the Oracle Workflow Builder. See the section Customizing the Change Order Workflow in: Workflow Processes for Approving Change Orders: page C – 166. The change order workflow requires that Archive on Approve be chosen in the Document Types window. The Archive on Approve option copies the purchase order information into the archive tables in Purchasing every time you approve or reapprove a purchase order. The change order workflow needs to use this archive information to compare a document before and after you make a change.

Starting the ”Send Notifications for Purchasing Documents” Process
The workflow process, Send Notifications for Purchasing Documents, looks for documents that are incomplete, rejected, or in need of reapproval and sends notifications to the appropriate people of the document’s status. For these notifications to be sent, you need to start the concurrent program process Send Notifications for Purchasing

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See: Confirm Receipts Workflow Select Orders Process: page 9 – 28. If you are using the Workflow Background Engine for the Timeout feature. by not specifying an item type.Documents if you haven’t done so already as part of your standard setup. • The Confirm Receipts Workflow Select Orders process. The Workflow Background Engine must be running if you are using the following options: • The Background mode for Purchasing approvals. • The Background mode for the item attribute Send PO Autocreation to Background in the PO Requisition Approval workflow. This is a process you submit through the Submit Request window. once for PO Approval and once for PO Requisition Approval. See: Profile Options in Purchasing: page 1 – 102. The Timeout feature sends reminder notifications. you can submit it for all item types. If you want to use the Workflow Background Engine for both requisitions and purchase orders. You must start the Workflow Background Engine in order for the Background mode to work. By default the profile option PO: Workflow Processing Mode is set to Background. Or. See: Setting Up Oracle Workflow.
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. See: Choosing a Process Mode for Automatic Document Creation: page 1 – 95.
Using the Workflow Background Engine
Prerequisite
❑ Before you can use or modify any of the workflows in Purchasing. If you are using it for Background mode.
you need to set up Oracle Workflow if you haven’t done so already. See: Send Notifications for Purchasing Documents: page 9 – 154. you should schedule it to run much more frequently. • The Timeout feature in any workflow. If you submit it. you need to submit it twice. it is reasonable to schedule the process to run once or twice a day. Oracle Workflow Guide. a workflow activity that is set to Background mode doesn’t begin until the Workflow Background Engine picks it up for processing. the Workflow Background Engine must also be running.

These requisitions are turned into purchase orders in Purchasing. see the Oracle Self–Service Purchasing Implementation Manual. Located in the Setup menu in Purchasing. • Item Source – used to define internal or external catalog sources for items. Information templates are additional information templates that a requester in Self–Service Purchasing completes for certain items. • Define Catalog Server for External Suppliers – enables communication with external suppliers outside the firewall.
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. Use these windows only if you are setting up Self–Service Purchasing: • Define Information Template – enables you to create additional–information templates. Note: Information templates are not the same as requisition templates in Purchasing. Requisition templates in Purchasing are a pre–filled listing of frequently ordered items. For instructions on these windows. • Realms – used to create user access privileges to internal or external catalogs.Self–Service Purchasing Setup Windows
The following windows are part of the Self–Service Purchasing setup. Self–Service Purchasing is used to create requisitions on the Web. • Define Catalog Server Loader Values – enables you to define which catalog data to load into the system. they are used only by Self–Service Purchasing.

Oracle Applications System Administrator’s Guide. You can view the profile option value but you cannot change it. application.Profile Options and Security Functions
During implementation.
User Profile Option User n
System Administrator User – Resp – App – Site n
Requirements Required? Required if using sourcing rules Required if using sourcing rules Optional Default Value No Default
MRP: Default Sourcing Assignment Set
MRP: Sourcing Rule Category Set
n
–
–
–
n
No Default
PO: Allow Buyer Override in AutoCreate Find
n n
n
n
n
n
Yes
You can update the profile option.
Profile Options
During implementation. or site levels. so you only need to change it if you don’t want to accept the default. the system administrator sets up profile options and security functions.
Key
– 0
Table 1 – 2 (Page 1 of 3)
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.
Profile Option Settings
The table below indicates whether you (the ”User”) can view or update the profile option and at which System Administrator levels the profile options can be updated: at the user. responsibility. Generally. An ”Optional” profile option already provides a default value. the system administrator sets and updates profile values. A ”Required” profile option requires you to provide a value. See: Setting User Profile Options. you set a value for each user profile option to specify how Purchasing controls access to and processes data. You cannot view or change the profile option value.

You can view the profile option value but you cannot change it. Therefore. Planning allows you to use multiple Assignment Sets. but Purchasing looks at only a single Assignment Set—the one that is specified in this profile option. the Assignment Set name you choose for this profile option is the Assignment Set name you should specify when you assign sourcing rules in the Sourcing Rule/Bill of Distribution Assignments window. You cannot view or change the profile option value. This profile option must be set if you are using sourcing rules in Purchasing. this profile needs to be set to the name of the default category set used by Purchasing as indicated
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.User Profile Option PO: Supplier Pricing Method PO: Use P–Cards in Purchasing PO: Warn if RFQ Required before AutoCreate PO: Workflow Processing Mode PO: Write Server Output to File RCV: Allow routing override RCV: Fail All ASN Lines if One Line Fails RCV: Print Receipt Traveler RCV: Processing Mode User
System Administrator User Resp App Site
Requirements Required? Default Value
No longer used
–
n n n n
n n n n n 0 n n
n n n n n n n n
n n n n n n n n
n n n n n n n n
Optional Optional Optional Optional Optional Optional Optional Optional
No No Background No Default No No No Online
–
n n n
You can update the profile option.
Key
– 0
Table 1 – 2 (Page 3 of 3)
Profile Options Descriptions
MRP: Default Sourcing Assignment Set This profile option indicates which sourcing rules assignment set will be used in Purchasing and Supplier Scheduling. MRP: Sourcing Rule Category Set If you are using sourcing rules in Purchasing.

PO: AutoCreate GL Date Option Indicates the date used on purchase orders generated by AutoCreate:
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. Sales and Service Open Interfaces Manual. You need to consider this profile option only if you receive price/sales catalog submissions from your suppliers through the Purchasing Documents Open Interface. This profile option affects the Rate on the receipt only. PO: Allow Rate Override for User Rate Type Yes or No indicates whether the Rate in the Currency tabbed region of the Receipts window can be changed. Otherwise. not in the Currency window of a purchase order. see the Oracle Manufacturing. you can modify the Rate if the Rate Type is User. the revision of that document is not updated until you accept all line updates. RFQ. Distribution. PO: Allow Buyer Override in AutoCreate Find Yes or No indicates whether the suggested buyer (from the Enter Person window) defaulted into the Find Requisition Lines window can be cleared or overridden. if you then choose No for this profile option. This profile option comes into effect only if Archive on Approval is chosen in the Document Types window in Purchasing and you import the documents with a status of Approved.in the Default Category Sets window. PO: Allow Category Override in AutoCreate Find Yes or No indicates whether the category (from the Buyers window) defaulted into the Find Requisition Lines window can be cleared or overridden. Even if the Rate Type is User. or quotation.) PO: Archive Catalog on Approval Yes or No indicates whether Purchasing archives blanket purchase agreements in a price/sales catalog submission upon approval. you cannot change the Rate if this profile option is set to No. Purchasing does not archive the price/sales catalog agreements. The default is Yes. you will not be able to display Category and Category–Organization assignments in the Sourcing Rule / Bill of Distribution Assignments window. For more information. (In the Currency window. Note: If a document update is pending review in the Exceeded Price Tolerances window.

where you must specify which source documents to use. Sourcing Rules. Prior Purchases. The Receiving Open Interface validates receipt transactions
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.AutoCreate Date Requisition GL Date
The autocreate date is used as the purchase order date. No means that this source document information comes from the Approved Supplier List window. Yes also generates a trace file in the database. PO: Change Supplier Site Yes or No indicates whether users can change the supplier site on approved purchase orders.
PO: Automatic Document Sourcing Yes means that Purchasing automatically defaults source document and pricing information for an item from the most recently created blanket purchase agreement or quotation. PO: Display AutoCreated Quotation Controls the viewing of an autocreated quotation. This profile option should be set to Yes only while debugging the Receiving Open Interface. PO: Enable Sql Trace for Receiving Processor Yes means that when you run the Receiving Transaction Processor. The GL date on the requisition distribution is used as the purchase order date. the View Log screen displays the receiving transaction pre–processor’s actions. including errors. or Requisition Templates. Note that if an item on a requisition is associated with both a blanket purchase agreement and a quotation. if you need help with an error that occurs while the Receiving Transaction Processor runs. PO: Display the Autocreated Document Yes or No indicates whether Purchasing opens the appropriate transaction window (Purchase Orders window or RFQs window) and displays the created line(s) when you autocreate a document. as it processed the receipt data from start to finish. Oracle Support Services may ask you for this trace file. See: Setting Up Automatic Sourcing: page 5 – 32. Purchasing uses the blanket purchase agreement even if the quotation was created more recently. PO: Default Supplier Item Catalog Option Indicates the default source tabbed region in the supplier item catalog: Negotiated Sources.

PO: Override Approved Supplier List Status If you have upgraded from a previous release. For example. PO: Price Tolerance (%) for Catalog Updates A value in this profile option specifies the maximum percentage increase allowed to an item’s price when your supplier sends updated price/sales catalog information through the Purchasing Documents Open Interface. purchase requisitions sourced from a purchase order. PO: Item Cross Reference Warning Indicates the Item Cross Reference Type that you want to use as a disposition warning message for requisitions.from other systems and uses the Receiving Transaction Processor to import the validated data into Purchasing. PO: Legal Requisition Type Indicates whether users can enter internal requisitions sourced from stock by means of an internal sales order. Sales and Service Open Interfaces Manual. PO: ERS Invoice Number Prefix ’ERS–’ is the prefix that appears before all invoices that you create automatically using Payment on Receipt. and Purchase. shortening this prefix allows extra spaces for longer packing slip or receipt numbers.
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. but the profile option is no longer used. If the tolerance is exceeded. This profile option affects only those documents imported through the Purchasing Documents Open Interface. or both types. the buyer receives a notification and can accept or reject the price increase in the Exceeded Price Tolerances window. Internal. a value of 2 means that Payment on Receipt creates invoices only for receipts that are 2 or more days old. PO: ERS Aging Period The value in this profile option indicates the number of days between the receipt date and the Payment on Receipt automatic invoice creation date. This profile option allows you to change this prefix. Release 11i. For example. you will see this profile option in the application. Available values are Both. Any corrections or returns you make against a receipt during that 2–day period are included on the Payment on Receipt invoice. See the Oracle Manufacturing. Distribution.

in the purchase agreement Terms and Conditions window or the Supplier–Item Attributes window. The user can view and update this profile option. PO: Set Debug Concurrent ON This profile option is used. you will see this profile option in the application. application. It can also be updated at the user. unless you are instructed otherwise by Oracle Corporation for debugging purposes. The user can view and update this profile option. Caution: For performance reasons. responsibility. and Purchase Order Headers summary windows. it is very important that this profile option always be set to No. but the profile option is no longer used. PO: Supplier Pricing Method If you have upgraded from a previous release. and site levels. usually by technical support staff only. Set this profile option to Yes to display the procurement card number in the Purchase Orders. Releases. responsibility. it is very important that this profile option always be set to No. Purchasing windows can physically display the procurement card field
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. unless you are instructed otherwise by Oracle Corporation for debugging purposes. Set this profile option to No if you do not have Self–Service Purchasing installed or do not want to display the procurement card field to buyers. PO: Use P–Cards in Purchasing Set this profile option to Yes if you use procurement card—also known as P–Card or corporate credit card—numbers on requisitions in Self–Service Purchasing. The default value is No. usually by technical support staff only. and site levels. The default value is No. Caution: For performance reasons. application. See: Receiving Price/Sales Catalog Information Electronically: page 5 – 21. It can also be updated at the user. for finding problems with Requisition Import. PO: Release During ReqImport Yes or No indicates whether Purchasing can automatically create releases during the Requisition Import process.This profile option is used only if price tolerances are not already defined at lower levels. PO: Set Debug Workflow ON This profile option is used. for finding problems with Purchasing workflow processes.

even if Self–Service Purchasing is not installed and procurement cards aren’t used. if you are using it for Background mode approvals.) Even if an RFQ is required for the requisition line. See: To Schedule Background Engines. If you use the PO Create Documents workflow to create purchase orders automatically from approved requisition lines. the workflow will continue creating the document. set this profile option to No if you are not using procurement cards.
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. Therefore. you can always view the current status of a requisition or purchase order through the Requisitions Summary or Purchase Orders Summary windows. The default value is Background. If it is set to Yes and the requisition line is not on an RFQ (but RFQ Required is checked for the requisition line). the workflow stops automatic document creation because it is unable to issue the warning. note that setting this profile option to Yes can affect the workflow. but provides you with an updated Status (for purchase orders) as soon as it finishes. Note: When this profile option is set to Background. which you access through the System Administrator responsibility. PO: Workflow Processing Mode Affects the performance of the Purchasing approval workflow processes: Online Completes an entire approval workflow process before letting you proceed to the next activity. PO: Warn if RFQ Required before AutoCreate Yes or No indicates whether you are given a warning message and an opportunity to cancel autocreate if one or more of the requisition lines selected for inclusion requires an RFQ and has not been placed on an RFQ. Enables you to proceed to the next activity while the approval process completes in the background. Oracle Workflow Guide. (The requisition line will still be available in the AutoCreate Documents window. It is recommended that you set this process to run frequently.
Background
Whichever option you choose. as long as this profile option is set to No. you must start the Workflow Background Engine.

you can reject an entire Advance Shipment Notice (ASN) if any ASN line fails validation or processing. The transaction goes to the interface table. Leaving this profile option blank means log details are not written at all. and when you match unordered receipts. RCV: Allow routing override Yes or No indicates whether the destination type assigned during requisition or purchase order entry can be overridden at receipt time. No means log details are written to the concurrent manager log screen. where it will be picked up the next time the Receiving Transaction Processor runs. If you choose No. Yes means log details are written to a flat file. RCV: Processing Mode Indicates the processing mode used after you save your work for receiving transactions: Batch The transaction goes to the interface table. which improves performance. then you can accept an ASN if at least one ASN line is successful.
Immediate
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.PO: Write Server Output to File Yes or No indicates whether log details are written to a flat file rather than to the standard concurrent manager details log viewable through the View Log button in the Submit Request window when running the Purchasing Documents Open Interface program. Distribution. You can always print receipt travelers from the Submit Requests window. and the Receiving Transaction Processor is called for the group of transactions that you entered since you last saved your work. You need to consider a value for this profile option only when debugging a price/sales catalog submission from your supplier through the Purchasing Documents Open Interface. Release 11i. See the Oracle Manufacturing. Sales and Service Open Interfaces Manual. which can cause overflow problems for large catalogs. RCV: Fail All ASN Lines if One Line Fails If you choose Yes. RCV: Print Receipt Traveler Yes or No indicates whether Purchasing automatically prints the receipt traveler when you perform a receipt or a receiving transaction.

Oracle Applications User’s Guide Setting User Profile Options.
See Also
Overview of User Profiles.On–line
The Receiving Transaction Processor is called directly. if you want a user to be able to view the Purchase Orders Summary window but not have access to the functions associated with the New Release. You can create new responsibilities or modify the existing ones. thereby tailoring each responsibility to the needs of an individual user. Buyer. For example. Oracle Applications System Administrator’s Guide Setting Your Personal User Profile. and PO Superuser. all the functions within that window are automatically included in the user’s access. if you grant a user access to a window. A form can have several business functions associated with it. Receiver. New PO. and Open buttons within that window. you must exclude access to each function individually. you would grant access to the Purchase Orders Summary window but disable access to the New Release. and Open functions. You can use Function Security to control access to forms (windows) and functions within windows. however some forms and functions may not be appropriate for each user. Oracle Applications User’s Guide Common User Profile Options. New PO. If you want the user to have access to the window but not to all the window’s functions. Purchasing provides the following basic responsibilities: Requestor. A responsibility defines an application user’s current privileges while working with Oracle Applications. Oracle Applications User’s Guide
Function Security for Purchasing
Function Security defines the specific access to individual forms and the business functions of each form. However.
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. Oracle Applications User’s Guide Profile Options in Oracle Application Object Library.